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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

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045

410-740-0220

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

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Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-991-1647

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850

301-547-3166

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Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg, MD 20877

301-519-8016

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner, VA 22102

703-677-9729

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Michael Krowe

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-227-0534

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Brian McGuire

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 510

Ashburn, VA 20147

571-918-9325

List of Additional Financial Advisors in Annapolis, Maryland*

* Additional advisor listing is provided in partnership with Yext

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Stephen Frederick Owen III - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2319

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Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5847

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Morgan Stanley Financial Advisors

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-268-5700

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Jeffrey McKee - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5809

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Dan Snyder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
888-645-5344

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John L. Ahearn III - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2301

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Steven Ford - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3276

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Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5805

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Crest Wealth Advisors

1125 West St. Suite 620

Annapolis, MD 21401
443-973-4901

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The Houser-Ford Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3209

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The Weaver - McKee Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5809

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DTLR

2002 Annapolis Mall
Space 148

Annapolis, MD 21401
410-266-0541

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Donald Collett - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1062

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Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
443-837-2520

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Thomas Pasta - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
410-224-7582

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Michael Schenk - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5803

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Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5880

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Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
410-987-3590

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Jack M Sigler - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3230

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Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
410-365-3447

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Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5804

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Trident Wealth - Ameriprise Financial Services, LLC

711 Bestgate Rd
Ste 201

Annapolis, MD 21401
410-224-7581

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Christopher McGarvey - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1077

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Robert E Saunders - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1064

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Jonathan Steele - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
888-645-5344

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Samantha Long - Ameriprise Financial Services, LLC

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1075

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

180 Admiral Cochrane Dr
Ste 550

Annapolis, MD 21401
443-837-1071

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The Schenk Accinelli Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5825

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Renee Green - Ameriprise Financial Services, LLC

1786 Generals Hwy

Annapolis, MD 21401
410-241-4864

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Scarborough Capital Management

1906 Towne Centre Blvd
#260

Annapolis, MD 21401
410-573-5700

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First Command Financial Advisor - Glen Becker

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Jeremy Ball

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Beau Wilder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5877

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Keith Manning Hendrick - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5810

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John Murphy - Ameriprise Financial Services, LLC

130 Admiral Cochrane Dr
Ste 102

Annapolis, MD 21401
443-782-4160

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First Command Financial Advisor - Marquita Hawkins

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Swede Hansen

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Chuck Dixon

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Chris Accinelli - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5825

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Kevin Turnock - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5834

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Danielle Brooks - Ameriprise Financial Services, LLC

1819 Bay Ridge Ave
Ste 260

Annapolis, MD 21403
410-280-5554

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Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5888

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Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3244

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Jim Snyder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
888-645-5344

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Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5827

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The Turnock Bonacci McCabe Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5834

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The Chesapeake Group - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2321

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First Command Financial Advisor - Gretchen Butler

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Art Gibb

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

* 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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