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.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > maryland > gaithersburg

Find The Best Financial Advisors in Gaithersburg, 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 Gaithersburg is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Gaithersburg & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Gaithersburg, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 24 vetted financial advisors and 5 non-vetted financial advisors in Gaithersburg, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Gaithersburg, Maryland have an average of 19 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 Gaithersburg, Maryland

MY Wealth Management, Inc.

301-330-7900

Address

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

David Middleton

Middleton Advisory

202-503-4015

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Erich Imphong

Plotkin Financial Advisors, LLC

301-907-9790

Address

8401 Connecticut Ave,
Suite 400,
Chevy Chase, MD 20815 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Chris Passarelli

Bull Run Investment Management

703-344-6844

Address

6731 Whittier Ave,,
McLean, VA 22101 See Details

Michael Balakirsky

LPL Financial

410-528-8688

Address

11755 Bragdon Wood,
Clarksville, MD 21029 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Bob Howard

Prudential

703-245-5027

Address

Skip Thompson

Prudential

703-245-5027

Address

1919 Gallows Road Suite 1000,
Vienna, VA 22182 See Details

Savant Wealth Management

703-288-0500

Address

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

Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

Address

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

Michael T. Jobe

Glover Park Wealth Management, LLC

202-926-3725

Address

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

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

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

Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Chris Schiesser

Prudential

410-937-7578

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

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

Scarborough Capital Management

410-573-5700

Address

1906 Towne Centre Blvd,
Annapolis, MD 21401 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
KILNER CAPITAL ADVISORS, LLC 438 N. Frederick Avenue, Suite 465 Gaithersburg, MD, 20877	139521	$295,715,661	656	A percentage of AUM, Hourly charges
BEACON INVESTMENT ADVISORS LLC 7 Brookes Avenue, Gaithersburg, MD, 20877	127368	$257,803,803	452	A percentage of AUM
SHERMAN WEALTH MANAGEMENT LLC 9841 Washingtonian Blvd, Suite #200 Gaithersburg, MD, 20878	281093	$112,235,775	402	A percentage of AUM, Hourly charges, Fixed fees
PLANVEST FINANCIAL, INC. 555 Quince Orchard Road, Suite 280 Gaithersburg, MD, 20878	290306	$110,900,000	424	A percentage of AUM, Hourly charges, Fixed fees
NEA MEMBER BENEFITS 900 Clopper Road, Suite 300 Gaithersburg, MD, 20878-1360	138196	$0	0	Fixed fees, Other (SEE SCHEDULE D MISCELLANEOUS)

Select other cities around Gaithersburg, Maryland to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Gaithersburg, Maryland

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

List of Qualified Financial Advisors in Gaithersburg, Maryland

Address

Middleton Advisory

Address

Address

Plotkin Financial Advisors, LLC

Address

Address

Bull Run Investment Management

Address

LPL Financial

Address

Address

Prudential

Address

Prudential

Address

Address

Egan, Berger and Weiner, LLC

Address

Glover Park Wealth Management, LLC

Address

Northwestern Mutual

Address

Address

Address

EPE Wealth Advisors

Address

Harbor Investment Advisory

Address

Address

Prudential

Address

Address

Address

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

Select other cities around Gaithersburg, Maryland to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy