We Have Listed The Top 10 Financial Advisors In Baltimore To Help You Choose The Best Professional For Your Needs.
Address: 225 International Circle Suite 203 Hunt Valley, MD 21030
Phone: 410-891-2900
Ronald Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. We serve people across the wealth spectrum, from individuals who need everyday financial advice to multi-generational families who require complex family office services to business owners who need custom consulting. Our advisors in 16 offices around the country provide a full complement of services including: Financial, retirement, and estate planning Investment management Cash flow and budget planning Charitable giving strategies Personal trust and estate settlement services Family office services Professional athlete services Business consulting services Institutional services Retirement plan consulting Ronald Blue Trust offers comprehensive financial services and objective advice to over 9,000 clients across the wealth spectrum in all 50 states. (As of 4/01/22 and subject to change.) To learn more about our company, click here to view our corporate brochure.
Address: 100 International Drive, 23rd Floor Baltimore, MD 21202
Phone: 443-376-6222
Website: https://facetwealth.com/
The CFP Board recently announced that 2021 was a record-breaking year for the Center’s scholarship programs, with a significant increase in the number and amount awarded to aspiring CFP® professionals. At Facet Wealth we believe that diverse representation in the profession will lead to better outcomes for a more diverse set of clients, and we can't wait to see the impact that our past and future scholarship recipients will have on the industry! Every member of the Facet team shares a common philosophy that shapes and drives every aspect of our business. This philosophy supports both a diverse team and diversity of thought. Collaborating with Each Other We continuously elevate our understanding of bias and how it impacts our relationships and the work that we do. We complete bias training, which helps inform and set priorities within our organization. Growing our Business We believe that good ideas come from all areas of the business and that no one is limited to their job description when contributing to company growth and change, or to their own personal and professional growth. Creating Opportunity As an organization, we support opportunities for growth, learning, and development from within the organization, and ensure that everyone has the opportunity to progress and advance. Building Our Team We are committed to sourcing the best people to join our team, from a broad pool of diverse candidates. Ensuring Success Through a regular and candid review of progress, we ensure that we’re delivering on the commitments we set forth.
Address: 100 East Pratt Floor 22 Baltimore, MD 21202
Phone: 410-547-5000
Our branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, goals for retirement lifestyles, financial education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Address: 8850 Columbia 100 Pkwy Suite 204 Columbia, MD 21045
Phone: 410-740-0220
Website: https://www.williamsassetmanagement.com/financial-management-pressroom
Our mission is to inspire you to make more informed financial decisions through education, communication, and guidance; provide service that exceeds your expectations; and earn your trust every day by forging strong professional and personal relationships. Our vision is a simple but vital one: to help you build the financial resources to live a more fulfilling life. And to accomplish this, our financial advisors are guided by three core values: giving our all through indispensable service; giving our best through independent and objective advice; and giving back through civic and community engagement. Acting in your best interest is our commitment. That’s the fundamental basis of the fiduciary duty of care as defined by both the Securities and Exchange Commission (SEC) as well as the Certified Financial Planner (CFP®) Board’s Code of Ethics and Standards of Conduct. It’s a commitment we passionately embrace at Williams Asset Management. In addition to continually monitoring your investments and financial situation, as well as adhering to best practices of conduct throughout the course of our relationship, our obligation as a fiduciary compels us to: Act with undivided loyalty and utmost good faith (never misleading you) Provide full and fair disclosure of all material facts Mitigate conflicts of interest (and disclose any potential conflict that may arise) Never use your assets for either our benefit or the benefit of other clients
Address: 345 North Charles Street Baltimore, Maryland 21201
Phone: 410-469-9532
Website: https://www.investedadvisory.com/
InvestEd is dedicated to providing free financial education and low-fee, no minimum fiduciary investment advice. We want all people to have access to the resources to help them achieve their financial goals. The fiduciary standard of investment advising requires Registered Investment Advisory Firms (RIAs) to always work in the best interest of their clients. Make sure your financial advisor is a fiduciary. Many financial advisors follow the “suitability” standard of financial advising. If a financial advisor follows the suitability standard, they are required to provide advice that is just suitable to you, not necessarily in your best interest. That usually means, more hidden fees, which is completely legal, but not right in our opinion. We believe our clients deserve better and offer the best financial advice for your situation. Don’t worry, unlike some advisors or brokerages, Invested doesn’t have access to your money. You fund your account, move funds or can cash out at any time. Your account is in your name and under your control. Our job is to ensure you keep yourself on track financially, not to touch your investments. No minimum to open an account Unlike other RIAs who often require an initial investment of $10,000 or more, Invested wants everyone to benefit from an early start. Transparent, efficient account maintenance The power of compounding interest works best when you start early, so we make the process to setup an account easy, without heavy selling. We're flexible Whether you are just starting to invest, rolling over a 401k or even a savvy investor, our job is to keep you financially fit with the best financial advice to keep you on track for a successful life. Competitive fee You can always expect to pay the low fee of 0.95% of your assets under management at InvestEd. Transparency We believe that what you pay for our services should be clear and easy to understand. Unlike other investment services that hide or list multiple fees as different line items, Invested has one transparent fee, always. Fees in perspective To put our fees into perspective, if you have $10,000 in assets under management with InvestEd, you pay the fee of $95 per year for all investment advising and financial planning services. That’s the price of a dinner & drinks, a one month gym membership or your yearly Amazon Prime Membership.
Address: 1340 Smith Avenue, Suite 200 Baltimore, MD 21209
Phone: 443-738-4034
Website: https://www.northbrookfinancial.com/
Our clients and their families have reached the next stage of their life where things have gotten more complicated. They have busy lives and want to make sure during their prime earning years, they are focusing on what matters now, as well as planning for their future. Markets go up and down, careers change, college needs funding, and unforeseen life events occur; now is the time to maximize your money’s potential. At this critical point, time is your most valuable asset. The earlier you start planning the more powerful your outcome will be. We’re not in the financial product business; we are in the financial knowledge business. We believe that everyone deserves the opportunity to receive objective, clear, and valuable financial, tax, and investment advice. We are fee-only fiduciaries and receive no commissions or referral fees. Translation: we’re totally focused on serving our clients without any distractions or conflicts of interest. Our services are designed for everyone, regardless of income – there’s no minimum, and our flexible subscription model fee structure allows us to work with clients at any stage in life.
Address: Location8 Market Place, Suite 385, Baltimore, Maryland, 21202-1364
Phone: 301-768-9030
As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges. Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis. Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance. Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Address: 111 S Calvert St Suite 2020 Baltimore, MD 21202
Phone: 410-347-5559
Website: https://www.benjaminfedwards.com/branch/benjamin-f-edwards-baltimore-md/
Benjamin F. Edwards is a full-service broker dealer and RIA with a legacy spanning over 130 years and five generations of the Edwards Family. We are privately held and independent. We hold no debt and our ownership consists of employees, family and friends of the firm. Our client-first mission is grounded in the Golden Rule. We believe in giving our financial advisors the independence to serve their clients the way they see fit, and the accessibility to build treasured relationships. We strive to exceed our clients’ expectations all while having fun. Founded in 2008, we opened our first branch office in August 2009, and established our first RIA affiliation in February 2019. We celebrate approaching 75 offices in 30 states, with almost 300 financial advisors and nearly 600 employees. When you join Benjamin F. Edwards, you are in good hands. Our experienced Home Office relies on an innovative client-centric business model to deliver personalized transition support, robust product and service solutions and advanced recruiting tools. Our approach preserves the best parts of working for an established firm—high-touch back-office service and support, solid technology, risk management and a collaborative family environment. You can choose the affiliation model that makes sense for your business. Welcome to a place of boundless opportunity.
Address: 3600 O’Donnell Street, Suite 860 Baltimore, MD 21224
Phone: 410-522-2030
Website: https://www.wpgfinancial.com/
At WPG Financial Group, our relationships are built on trust and our planning is strategic and specialized. We offer comprehensive Non-Traditional investment programs intended to transform your current financial plan, by complementing your traditional investments. Staying on top of the ever-changing world of insurance and corporate benefits, we can work with you as you build and grow your personal wealth, business, and retirement fund. You deserve to live a life of purpose, without having to stress over finances. WPG Financial Group will strategize a custom plan in pursuit of your goals. Gain the confidence and peace of mind you have been missing by calling our office today. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Address: 4904 Harford Rd. Baltimore, MD 21214
Phone: 410-444-0002
Website: https://www.estabrookco.com/
We provide tax, bookkeeping, investment, and wealth management services to individuals and business clients. Our clients benefit from personalized, quality services which exceed their expectations. What is the easiest way to discover how Estabrook & Company can resolve your financial issues? Give us a call! Our services are tailored to our clients’ unique financial situations. As a full-service CPA and Wealth Management firm, we provide responsive business insights and solutions you can trust. Our full range of services include tax preparation/planning, bookkeeping, business formation, IRS assistance, will preparation, financial planning, college planning, (401k) planning, estate planning, and life insurance. Our mission is to positively impact the lives of all those we are called upon to serve. Through trusted relationships, we strive to professionally, independently, and selflessly lead our clients through the areas of wealth management, taxation, and financial planning. As servant-leaders, we are dedicated stakeholders of your enterprise. The constituent who matters the most, the reason our business exists, is you—our client.