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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Annapolis is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Annapolis & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Annapolis?

Looking for a qualified financial advisor in Annapolis? We can help you by narrowing down your options & listing the best financial advisors in Annapolis as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Annapolis near you with the list of certified and vetted Annapolis financial advisors.

List of Qualified Financial Advisors in Annapolis, Maryland

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Nilos T. Sakellariou, CFM

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401
(410) 2631313

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401
(410) 5058466

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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045
(410) 7400220

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Michelle Muhammed

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904
(301) 5639015

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Nadira Deery

Creative Planning

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Baltimore, MD 20015
(703) 4831124

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204
(410) 8230614

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Mark Salow

Creative Planning

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Alexandria, VA 22314
(202) 7683754

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814
(202) 5034015

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Sean Wintz

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314
(703) 7054978

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David Burgess

Creative Planning

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Arlington, VA 22205
(202) 7633629

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817
(301) 5478195

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850
(301) 5473166

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043
(703) 5060843

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Jeremy Laughton

Creative Planning

7601 Lewinsville Rd. Suite 206

McLean, VA 22102
(703) 6214968

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Mark Cohen

Creative Planning

7601 Lewinsville Rd. Suite 206

McLean, VA 22102
(703) 8478900

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Weston Burnett

Creative Planning

7601 Lewinsville Rd. Suite 206

McLean, VA 22102
(703) 6214962

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner, VA 22102
(703) 6779729

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Mark Kuniholm

Creative Planning

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Herndon, VA 20170
(703) 8592463

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David Polischeck

Creative Planning

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Hampstead, MD 21074
(410) 3875922

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Tim Goode

Edelman Financial Engines, LLC

4000 Legato Road
9th Floor

Fairfax, VA 22033
(703) 9915250

List of Additional Financial Advisors in Annapolis, Maryland*

* Additional advisor listing is provided in partnership with Yext

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John Murphy - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
4102247583

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Trident Wealth - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
4102247581

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Renee Green - Ameriprise Financial Services, LLC

1786 Generals Hwy

Annapolis, MD 21401
4102414864

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Jonathan Steele - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
8886455344

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Dan Snyder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
8886455344

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The Turnock Bonacci Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955834

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Beau Wilder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955877

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Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102685700

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DTLR

2002 Annapolis Mall
Space 148

Annapolis, MD 21401
4102660541

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Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955847

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Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955805

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Donald Collett - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371062

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Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
4438372520

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The Houser-Ford Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723209

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Danielle Brooks - Ameriprise Financial Services, LLC

1819 Bay Ridge Ave
Ste 260

Annapolis, MD 21403
4102805554

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Samantha Long - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371075

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Robert E Saunders - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371064

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Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
4109873590

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RCS Financial Planning

130 Admiral Cochrane Dr #200

Annapolis, MD 21401
4102240097

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J. W. Thomas II - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371071

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Christopher McGarvey - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
4438371077

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Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
4103653447

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Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955880

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Kevin Turnock - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955834

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Jeffrey McKee - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955809

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Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955827

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Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723244

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Chris Accinelli - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955825

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Jim Snyder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
8886455344

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The Schenk Accinelli Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955825

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The Weaver - McKee Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955809

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Keith Manning Hendrick - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955810

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Steven Ford - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723276

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Thomas Pasta - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
4102247582

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Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955888

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Jack M Sigler - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4109723230

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Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4102955804

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Coty Schnake - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
4435699271

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Scarborough Capital Management

1906 Towne Centre Blvd
#260

Annapolis, MD 21401
4105735700

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Lee Bollhorst - Ameriprise Financial Services, LLC

222 Severn Ave
Ste 20

Annapolis, MD 21403
4109750291

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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