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Find The Best Financial Advisors in Frederick, Maryland

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

How To Find The Best Financial Advisors in Frederick, Maryland

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Frederick, Maryland, is a useful resource. We've compiled a list of the 7 vetted financial advisors and 49 non-vetted financial advisors in Frederick, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Frederick, Maryland have an average of 16 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Frederick, Maryland


Joseph Cassella

Primerica Advisors

5283 Corporate Drive
Suite 204

Frederick, MD 21703



Secure Financial Services

Secure Financial Services, Inc.

1643 Liberty Road
Suite 101

Sykesville, MD 21784



Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043



David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814



Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093



Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043



Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007


Top Financial Advisor Firms in Maryland (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
7101 Guilford Drive,, Suite 104 Frederick, MD 21704
314290 $348,049,192 1898 A percentage of AUM
Hourly charges
Fixed fees
7210 Corporate Ct., Ste A Frederick, MD 21703
301282 $233,642,323 1560 A percentage of AUM
Hourly charges
Fixed fees
5970 Frederick Crossing Lane, Suite 201 Frederick, MD 21704
311560 $167,216,100 368 A percentage of AUM
Hourly charges
5 South Market Street, 4th Floor Frederick, MD 21701
105730 $114,264,799 16 A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Betsy Pakenas
Inquire with Betsy
30 W Patrick Street, 7th Fl Frederick, MD 21701 301-696-8248
Andrew Ataras
Inquire with Andrew
7101 Guilford Dr, Ste 104 Frederick, MD 21704 301-682-8400
Brian Runkles
Inquire with Brian
7101 Guilford Dr, Ste 104 Frederick, MD 21704 301-360-9840
Almacy & Davies Financial Group
Inquire with Almacy
5100 Buckeystown Pike, Suite 275 Frederick, MD 21704 301-698-1405
Chandru Ramachandran
Inquire with Chandru
7101 Guilford Dr, Ste 104 Frederick, MD 21704 301-682-8400
Morgan Stanley Financial Advisors
Inquire with Morgan
30 W Patrick Street, 7th Fl Frederick, MD 21701 301-663-8833
Higher Ground Financial Group, Inc.
Inquire with Higher
5970 Frederick Crossing Lane, Suite 100 Frederick, MD 21704 240-393-3842
James M Cholet
Inquire with James
30 W Patrick Street, 7th Fl Frederick, MD 21701 301-631-7104
Derek McGee
Inquire with Derek
30 W Patrick Street, 7th Fl Frederick, MD 21701 301-696-8243
Sid Huguenin IV
Inquire with Sid
30 W Patrick Street, 7th Fl Frederick, MD 21701 301-696-8255

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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