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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 Columbia is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Columbia & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Columbia?

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

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

List of Qualified Financial Advisors in Columbia, Maryland

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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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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville, MD 20850

301-547-3166

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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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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

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Zach Payne and Richard Clonch

Planvest Financial, Inc.

555 Quince Orchard Rd
Suite 280

Gaithersburg, MD 20878

240-344-4310

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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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Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

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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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Michael Krowe

Edelman Financial Engines, LLC

1750 Tysons Boulevard, Suite 910

Tysons Corner, VA 22102

703-227-0534

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Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

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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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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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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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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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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 Columbia, Maryland*

* Additional advisor listing is provided in partnership with Yext

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Bryan Gately - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
410-494-8360

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Eric Kovacic - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3009

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Mary F Boyle - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3011

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DTLR

10300 Little Patuxent Parkway

Columbia, MD 21044
410-715-0974

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Three Point Advisory Group - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
410-997-3788

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Harbor Financial Group

9861 Broken Land Parkway
Suite 150

Columbia, MD 21046
410-740-4719

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Onyx Asset & Wealth Management, LLC

10500 Little Patuxent Parkway
Suite 640

Columbia, MD 21044
443-285-3370

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David Raskin

8830 Stanford Blvd
#302

Columbia, MD 21045
443-929-3449

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Steven G Grassl - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3014

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Brian Avrunin - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-9021

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Benjamin James - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
410-997-9490

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Morgan Stanley Financial Advisors

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3000

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The Patuxent Group - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3019

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Sean Eldred - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Carlson Advisory & Wealth Management - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
410-740-8000

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Bryce Carlson - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
410-740-8000

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Jeffrey D Carlson - Ameriprise Financial Services, LLC

10025 Governor Warfield Pkwy
Ste 209

Columbia, MD 21044
410-740-8000

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Richard Plant - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Christopher Moser - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-740-4300

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Michael Pelham Lawrence - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3026

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James Kerasiotes - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Elizabeth Mciver - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3019

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Ian Davis - Ameriprise Financial Services, LLC

5850 Waterloo Rd
Ste 200

Columbia, MD 21045
410-461-4270

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Justin Kuczynski - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
443-832-4230

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Timothy Heidenberg - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
410-997-3788

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Walter Hrab - Ameriprise Financial Services, LLC

10440 Little Patuxent Pkwy
Ste 300

Columbia, MD 21044
410-884-4011

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Michael Costigan - Ameriprise Financial Services, LLC

5550 Sterrett Pl
Ste 216

Columbia, MD 21044
410-720-3190

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David Solomon - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Centennial Wealth Management - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Donald W Perkins - Ameriprise Financial Services, LLC

8825 Stanford Blvd
Ste 200

Columbia, MD 21045
410-715-2506

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Michael Bowden - Morgan Stanley

6230 Old Dobbin Lane
Suite 100

Columbia, MD 21045
443-259-3006

* 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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