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 you 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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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. FinancialAdvisor.net 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 - 13-Jun-2023

If you’re looking for qualified financial advisors in Frederick, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and 5 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 20 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

MY Wealth Management, Inc.

301-330-7900

Address

12410 Milestone Center Drive,
Suite 175,
Germantown, MD 20876 See Details

Bob Howard

Prudential

703-307-2899

Address

20 W Market Street, Suite #1,
Leesburg, VA 20176 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Doug Miller J.D.

Northwestern Mutual

443-956-1216

Address

6011 University Blvd Suite 370,
Ellicott City, MD 21043 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

David Middleton

Middleton Advisory

202-503-4015

Address

3 Bethesda Metro Center,
Suite 700,
Bethesda, MD 20814 See Details

Savant Wealth Management

703-288-0500

Address

1945 Old Gallows Road,
Suite 505,
Vienna, VA 22182 See Details

Chris Passarelli

Bull Run Investment Management

703-344-6844

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

Address

2330 W. Joppa Rd,
Lutherville, MD 21093 See Details

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

1919 Gallows Rd, Suite 980,
Vienna, VA 22043 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

Address

4201 Wilson Blvd,
3rd Floor,
Arlington, VA 22203 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details

Tom Hagigh

EPE Wealth Advisors

410-923-8686

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

900 Bestgate Road,
Suite 407,
Annapolis, MD 21401 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Top Financial Advisor Firms in Frederick, Maryland (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
VERIDIAN CAPITAL PARTNERS 7101 Guilford Drive,, Suite 104 Frederick, MD, 21704	314290	$389,503,602	2228	A percentage of AUM, Hourly charges, Fixed fees
TURNING POINT FINANCIAL 7210 Corporate Ct., Ste A Frederick, MD, 21703	301282	$310,006,374	1836	A percentage of AUM, Hourly charges, Fixed fees
WEALTHPLANS, LLC 5970 Frederick Crossing Lane, Suite 201 Frederick, MD, 21704	311560	$156,022,461	355	A percentage of AUM, Hourly charges
MOORE WEALTH 50 Carroll Creek Way, Suite 335 Frederick, MD, 21701	323374	$139,972,662	538	A percentage of AUM, Fixed fees
POTOMAC ASSET MANAGEMENT CO INC 5 South Market Street, 4th Floor Frederick, MD, 21701	105730	$114,264,799	16	A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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Find The Best Financial Advisors in Frederick, Maryland

How To Find The Best Financial Advisors in Frederick, MarylandLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Frederick, Maryland

Address

Prudential

Address

Address

Northwestern Mutual

Address

Address

Address

Address

Middleton Advisory

Address

Address

Bull Run Investment Management

Address

Prudential

Address

Harbor Investment Advisory

Address

Egan, Berger and Weiner, LLC

Address

Address

Glover Park Wealth Management, LLC

Address

Address

EPE Wealth Advisors

Address

Address

Address

Top Financial Advisor Firms in Frederick, Maryland (Ranked by AUM)

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Frequently Asked Questions

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How To Find The Best Financial Advisors in Frederick, Maryland
Last Updated - 13-Jun-2023

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