The Best Financial Advisors in Baltimore

Here is our List of the 10 Baltimore Financial Advisor
Bay Point Wealth

At Bay Point Wealth, your financial well-being is as important to us as it is to you. You need a plan to get started on your personal journey, but plans are only successful when they’re put into action.

Our wealth management firm strives to understand you and your goals, so we can not only help you create a customized plan but also help you implement it—and adapt to the inevitable changes along the way.

You’ve reached your financial goals. You need a strategy to withdraw your money in the most tax efficient way possible, to protect and pass more of your wealth down to future generations.

Services

  • Financial Planning
    The best financial decisions for you depend on your unique values, circumstances, and goals. Our fiduciary financial advisors strive to understand your needs completely, and put you first every step of the way. They will create a road map for your financial journey.
  • Investments
    You invest to grow your wealth—not to line the pockets of a broker. We use low-cost, tax-efficient investment strategies backed by research and tailored to your personal financial goals. We will look for every opportunity to reduce costs and minimize taxes on your investments.
  • Taxes
    It’s easy to overlook how your financial planning and investment decisions can affect your taxes, which means you may be leaving money on the table.
Annapolis, MD 21409
Berman McAleer

Berman McAleer is an independent financial advisory and wealth management firm based in Baltimore, Maryland with an office in Manhattan. We focus on working with high-net-worth individuals and their families, as well as closely-held businesses.

We distinguish ourselves by making each client relationship a personal one. Our nine advisors work in teams, concentrating directly on the client’s individual needs. Through this lens, we identify a client’s goals and objectives so as to develop the most appropriate, comprehensive financial plan.

As an ensemble practice, Berman McAleer’s culture is collaborative. Our team of 24 professionals are experienced and dedicated to providing an exceptional client experience.

Financial Planning is the ongoing process of examining the client’s financial situation. Because our world is ever changing, we remain vigilant in constantly re-evaluating a client’s circumstances. This constant assessment enables us to make informed decisions regarding how to best work towards a client’s ultimate goals and objectives.

Berman McAleer’s comprehensive process begins with completing our proprietary Financial Model for every single client. The Financial Model is a working document that drives our entire decision-making process and maintains our focus on the Plan.

Services

  • Savings/Wealth Accumulation
  • Risk Management
  • Cash Flow Management
  • Distribution Planning
  • Coordination with Professionals
9690 Deereco Road, #800 | Timonium, MD 21093
Bryant Financial Advisory

For more than 30 years, Nancy Bryant has devoted her professional life to advising and educating adults in the areas of personal finance. As her client’s advocate, helps them implement and monitor a plan for successfully meeting their financial goals.

Nancy has worked with adults of all ages from all walks of life. Her clients consist of single and married individuals planning for such goals as financial independence, their children’s education and their own retirement as well as retired individuals and widowed spouses looking to make the most of the wealth they’ve accumulated.

Ultimately, Ms. Bryant’s primary objective is to help her clients build and use their wealth wisely throughout their lifetime. She also assists in setting up criteria for terminating managers who no longer meet the investment goals of the client and the due diligence process that she’s adopted.

Services

  • Asset Protection and Risk Management
  • Cash Flow Management
  • Client Education
  • Financial Goal Setting
  • Risk Analysis and Insurance Planning
  • Investment Planning and Management
  • Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
Suite 3C 12 Galloway Avenue Cockeysville, MD 21030
Buttonwood Financial Advisors

When you hire Buttonwood Financial Advisors, you’ll get a team of objective, fee-only professionals dedicated to advancing your financial health.

When building your portfolio, we look for good businesses trading at attractive prices— companies that generate plentiful cash, have well-defined growth prospects, proven management, and products or services with enduring appeal. When we uncover good businesses trading at attractive prices, we act for the benefit of our clients.

We believe the path to wealth is to own your way to riches, rather than attempting to trade your way there. So once we’ve identified quality businesses worth owning, we invest both in the stock and in time. We believe reputable businesses can do the heavy lifting of compounding your wealth.

Services

  • Financial Planning
    At Buttonwood, we want each of our clients to enjoy a secure and satisfying future. The best way to get there is by building a cohesive plan that allows you to make confident decisions with your money.
  • Investment Management
    Our investment management services are based on the concept of value investing, a timeless and disciplined approach that focuses on the intrinsic value of a company relative to its stock price. Value investing is a know‐what‐you‐own approach.

 

509 S. Exeter St., Ste. 500 Baltimore, MD 21202
Capital Financial Benefit Solutions, LLC

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.

No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.

Services

Financial Planning

  • Fee-Based Comprehensive Plans
  • Fee-Based Situational Plans
  • Monthly Subscription Plan
  • Debt Management/Cash Flow
  • Education Planning

Investment Management

  • Professional Portfolio Management
  • Tax-efficient Investing
  • Alternative Investment Strategies
  • Lifetime income Strategies

Business Solutions

  • Business Succession Planning
  • Executive Compensation Strategies
  • ESOPs
  • Buy-Sell Agreement Funding Options
  • Retirement Plan Design and Evaluation
4 North Park Drive Suite 400 Hunt Valley, MD 21030
Chesapeake Financial Advisors

Chesapeake Financial Advisors promotes financial peace of mind for the baby-boom, gen-x and millennial generations by providing fiduciary based, independent, fee-only comprehensive financial planning, investment management and tax planning.

Our vision is for every client to achieve their goals and realize their dreams and to enhance their quality of life by providing them with financial peace of mind, all the while communicating effectively and educating every client on investment market conditions, portfolio investments, financial planning and tax law changes.

We are fiduciaries. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.

As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

Services

FINANCIAL PLANNING

  • Goal Setting
  • Retirement Planning
  • Wealth Accumulation Planning
  • Retirement Distribution Planning
  • Education Planning

INVESTMENT MANAGEMENT

  • We use an independent custodian to hold your investment assets
  • Wealth Accumulation
  • Asset Allocation Strategies
  • 401(k) Investment Check-up
  • Retirement Plan Consulting
  • Institutional Investment Consulting

TAX PREPARATION

  • Personal and Business Tax Preparation Services
401 Jefferson Avenue Towson, MD 21286
Compton Financial Group

Unlike many other firms that try to do everything, our focus is on retirement. You may be planning to retire and need some help planning. Or you may already be retired and want to make sure your money lasts. We can help!

Compton Financial Group is truly a family business. Chris Compton took over several years ago a business founded and nurtured by Bob Compton. The employees are like family and that’s how they treat their clients.

Services

  • Financial Planning
    Compton Financial Group is a comprehensive financial management firm providing services for clients at all stages of their financial life. The goal is to identify where you are trying to go, and then help create a plan to get there. As independent financial representatives we are able to offer objective financial guidance to our clients.
  • Portfolio Management
    The first, and most important step in the process is to spend time getting to know our clients on a personal level. It is important to understand each persons’ personal experience and aspirations before we can make investment recommendations.
  • ESG Investing
    In recent years, interest in issues such as climate change, water conservation, workplace diversity and human rights has intensified, moving Responsible Investing into the mainstream. Although “Socially Responsible” mutual funds have been around for decades, for many years they remained a small niche within the investment universe.
403 Allegheny Avenue Towson, MD 21204
Constellation Financial Advisors Inc.

Constellation Financial Advisors is an independent investment services firm providing comprehensive investment services to individuals and corporate clients across the country.

We help simplify our clients’ financial lives, grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability. As an investment services firm, our primary focus is to provide objective opinions that are designed to achieve long term investment results.

Constellation Financial Advisors does this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it.

A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

Services

  • Investments
  • Insurance
  • Charitable Giving
  • Your Finances
  • Retirement Planning
  • Asset Allocation
8601 LaSalle Rd. Ste. 202, Towson, Maryland 21286
Geier Asset Management, Inc.

A registered investment advisory firm specializing in helping individuals and families to determine what is most important in their financial lives, identify short and long term goals, and create the optimal plan for achieving this state of comfort and security.

A large portion of our client base consist of baby boomers and retirees as our customized investment approach built around income generation is effective in all market environments.

Geier Asset Management, Inc. is an Investment Management and Financial Planning firm established in 1999 and is registered with the Securities and Exchange Commission as a Registered Investment Adviser.

Geier Asset Management, provides high quality, professional expertise in wealth accumulation and preservation for individuals and families leading active and sometimes complex lives. Additional clients may include businesses, corporations, 401(k), pension, and profit sharing plans, estates, and trusts.

Services

  • Investment Advisory & Management
    Geier Asset Management provides high impact financial strategies backed by elite client service to guide you throughout your career and into retirement.
  • Financial Planning
    Our team of CERTIFIED FINANCIAL PLANNERS™ provide a comprehensive level of planning for clients at various stages of their lives.
  • Tax Planning & Preparation
    Our team of award-winning Certified Public Accountants works hard year-round to minimize your tax burden while incorporating all aspects of your financial life into our planning, leading to optimal efficiency and results.
  • 401(K) Plan Service
    Geier Asset Management has services geared to help business owners & individuals design, implement & manage their retirement accounts.
2205 Warwick Way Suite 200 Marriottsville, MD 21104
GGM Wealth Advisors

We help families and businesses manage and grow wealth. Imagine what’s possible when your financial advisor understands your individual goals, crafts an investment strategy just for you, and explains everything in a way that makes sense.

Our team has developed and refined a dynamic process to help you put all the pieces of the financial puzzle together and successfully reach your destination. With a clear understanding of your goals and where you want to go, we’ll chart your path applying cutting edge technology and a simple, intuitive approach allowing you to visualize the probability of success.

Ultimately, we’ll track your progress, adjust as your needs evolve, and help you build a better tomorrow. One of our keys to investment success starts with preparing your portfolio for the current economic season. Give your portfolio the protection it needs with our evidenced-based investment strategies that are tailored to your goals, risk profile, time horizon, and the market climate.

Services

  • Personalized Attention
    A team approach that starts with a tailored client experience centered around your needs.
  • Customized Portfolios
    Offering customized investment portfolios and the accessible advice you need for your important financial decisions.
  • Strategic Opportunities
    Balancing your willingness to take risk with an appropriate asset allocation, we implement a disciplined & tactical strategy focused on aligning your investments with the current economic trends.
  • Unique Solutions
    Designed to meet your goals while addressing the short-comings of the current market environment.
  • Comprehensive Services
    Our philosophy of providing comprehensive financial services reaches a step beyond customized portfolio management.
1801 Porter Street, Suite 500 Baltimore, MD 21230

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria