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Jeffrey Neal Berman

CPA/PFS, CFP®

Shareholder/Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Kahn Berman Solomon Taibel & Mogol, PA

9515 Deereco Rd, Ste 801
Timonium, MD 21093-2169
(410) 308-0300

Scott M. Levin

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Worthington Financial Partners

9515 Deereco Road, Suite 700
Timonium, MD 21093
(410) 527-1292

Candace G. Kaplan

CFP®, ChFC, RHU

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Maryland and the surrounding communities.

Kaplan Financial Group, LLC

1101 Wootton Parkway, Suite 920
Rockville, MD 20852-1083
(301) 564-0088

Anneliese J. D'Souza

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

D'Souza Financial Strategies

120 W. Church St.
Frederick, MD 21701-9311
(301) 694-3436

Rebecca M. Hergenroeder

CFP®, ChFC, MSFS

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Hergenroeder Financial Advisors, Inc.

1954 Greenspring Drive, Suite 230
Timonium, MD 21093
(410) 769-8262
CONNECT WITH Rebecca
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Wayne B. Zussman

CFP®, ADFA

Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

The Colony Group

2977 4H Park Rd., STE 1
Centrville, MD 21617-2224

The Colony Group

7475 Wisconsin Ave
Bethesda, MD 20814
(301) 330-7500

Jeffrey D. Carlson

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Carlson Advisory & Wealth Management - Ameriprise Financial Services, Inc.

10025 Governor Warfield Pkwy, Ste 209
Columbia, MD 21044
(410) 740-8000
CONNECT WITH Jeffrey
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Angela M. Treff

CFP®, CPA

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Craig & Treff Financial Services

819 Ritchie Hwy, Ste 1015
Severna Park, MD 21146
(410) 518-9990

Joseph P. Garrison

CFP®, AIF®

Senior Vice President - Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Wealthspire Advisors

8170 Maple Lawn Blvd., Suite 100
Fulton, MD 20759
(410) 988-9494

Andrea N. Kirk

CFP®, CRPC™, APMA™

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Ameriprise Financial Services, LLC

2014 S. Tollgate Road, Suite 202
Bel Air, MD 21015
(410) 569-9694
CONNECT WITH Andrea
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Brad C. Long

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Long Financial Services, Inc.

170 Jennifer Rd, Ste 140
Annapolis, MD 21401
(410) 266-5250

Matthew B. Brock

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Divergent Planning

6701 Democracy Boulevard, Suite 300
Bethesda, MD 20817
(240) 428-8911
CONNECT WITH Matthew
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Susan M. Mitcheltree

CFP®

Partner & 2016 National FPA BE Conference Chair

Specialties:

Financial Advisor serving Maryland and the surrounding communities.

Berman McAleer Inc

9690 Deereco Rd, Ste 800
Lutherville Timonium, MD 21093
(410) 560-9960

Mark Humphries

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Sentinel Financial Planning, LLC

2822 Solomons Island Rd., Suite 202
Edgewater, MD 21037
(443) 906-1565
CONNECT WITH Mark
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Shellie Kurek Peters

CFP®

Senior Wealth Advisor

Specialties:

Fee Only Financial Advisor serving Maryland and the surrounding communities.

The Colony Group

7475 Wisconsin Ave, Ste 1100
Bethesda, MD 20814
(301)656-1200

Geoff Galster

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Bump & Associates

8601 Georgia Avenue, Ste 901
Silver Spring, MD 20910
(202) 223-3450

Thomas A. Webbert

CFP®

Specialties: Comprehensive Financial Planning, Retirement, Personal Taxes

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

8600 LaSalle Road Ste 312
Towson, MD 21286
(410) 339-5771

Jeffrey Bernfeld

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Greenspring Advisors

One West Pennsylvania Ave, Ste 500
Towson, MD 21204
(443) 564-4600
CONNECT WITH Jeffrey
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Jon Powell

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Ferguson-Johnson Wealth Management

51 Monroe Street, Suite PE 25
Rockville, MD 20854
(301) 670-0994

Gregory Ostrowski

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Career Change, Investment...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Scarborough Capital Management

1906 Towne Centre Boulevard, Suite 260
Annapolis, MD 21401
(410) 972-2525
CONNECT WITH Gregory
  • linkedin link

Karly Holland

CFP®

Lead Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Financial Advisor serving Maryland and the surrounding communities.

Divergent Planning, LLC

6701 Democracy Boulevard, Ste 300
Bethesda, MD 20817
(240) 428-8911
CONNECT WITH Karly
  • linkedin link

Amy King

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Remote
Fallston, MD 21047
(410) 877-6441
CONNECT WITH Amy
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Alexandra Stewart

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Buttonwood Financial Advisors

1 N Haven St Ste 204
Baltimore, MD 21224-1672
(410) 988-2391
CONNECT WITH Alexandra
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Jason Thomas Ice

CFP®

Specialties:

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

Kuttin Wealth Management

3003 Westchester Ave
Ellicott City, MD 21043-4753
(216) 765-6926

Tom Arasz

CFP®

Specialties:

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Bmore Financially Fit, LLC

120 E Lake Ave
Baltimore, MD 21212-2431
16096702802

Jerry D. Murphy

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Estate Planning,...More

Commission and Fee Financial Advisor serving Maryland and the surrounding communities.

JDM Financial & Investments, Inc.

14514 Delcastle Dr
Bowie, MD 20721
(301) 218-3500

Michael W. Ward

CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Maryland and the surrounding communities.

StoneBridge Advisors, Inc.

24 Frederick Rd
Ellicott City, MD 21043
(443) 288-0781

Richard England, Jr.

CFP®

Senior Relationship Manager

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Madison Wealth Management

5416 Burling Rd
Bethesda, MD 20814
(888) 493-4198

Dan Serra

CFP®, EA, ADPA

Certified Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

SageVest Wealth Management

Old Georgetown Rd
Bethesda, MD 20814

SageVest Wealth Management

1320 Old Chain Bridge Rd
McLean, VA 22101-3919
CONNECT WITH Dan
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