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William R. Abeles, Jr.

CFP®, CLU®, ChFC®

Managing Director - Investments

Specialties: Charitable & Planned Giving, Asset Allocation, Long-term Care, Sudden Wealth

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

Wells Fargo Advisors

13200 Fountain Head Plz, Suite 102
Hagerstown, MD 21742-2678
(844) 894-5704
(240) 513-2744

Michelle L. Bender

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Maryland and the surrounding communities.

Potomac Financial Consultants

20251 Century Blvd, Suite 350
Germantown, MD 20874
(301) 948-3900

Thomas B. Conway

JD CFP® CTFA CIMA

President & Founder

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Connemara Group, LLC

11300 Rockville Pike, Suite 712
Rockville, MD 20852
(301) 321-3600

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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William Price

CFP®, CPA

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

Financial Advisor serving Maryland and the surrounding communities.

William N Price, CPA, CFP

PO Box 68
Barnesville, MD 20838-0068
(301) 428-8191

David C. Lehmann

CFP®, CPA/PFS

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Geller & Lehmann, LLC

106 Old Court Road, Ste 202
Baltimore, MD 21208
(410) 583-5540

Jamie S. Lapin

CFP®, CDP

President

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

Financial Advisor serving Maryland and the surrounding communities.

Risk Management Group, Inc.

14 S Adams St
Rockville, MD 20850
(301) 838-4111

Peter D. Dixon

CFP®

Partner

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Waypoint Wealth Management

9515 Deereco Road, Suite 604
Timonium, MD 21093
(410) 561-3994
CONNECT WITH Peter
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James E. Joseph

CFP®

President

Specialties: Budget & Debt Management, Attending College, Investment Management, Retirement

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Financial Services Advisory Inc.

One Church St, Suite 901
Rockville, MD 20850
(301) 949-7300

Scott McCaskill

CFP®

President

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

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

McCaskill Financial

220 West Patrick Street
Frederick, MD 21701
(301) 668-7366

Karen L. Brelsford

CFP®, EA, AIF, CRPS

Financial advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Karen Brelsford

9520 Berger Rd, Ste 310
Columbia, MD 20146
(410) 884-0368

Todd D. Growney

CFP®

Vice President

Specialties:

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Burt Wealth Advisors

6010 Executive Blvd, Suite 900
Rockville, MD 20852-3874
(800) 950-2405
(301) 770-9880

Daniel J. Trumbower

CFP®

Sr. Wealth Advisor

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Halpern Financial, Inc.

11 N Washington ST, Ste 720
Rockville, Maryland 20850-4222
(240) 268-1000
CONNECT WITH Daniel
  • linkedin link

Susan M. Mitcheltree

CFP®

Principal & 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

Rianka R. Dorsainvil

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

2050 Wealth Partners

9103 Woodmore Centre Drive, Ste 167
Lanham, MD 20706
(240) 406-9181
CONNECT WITH Rianka
  • facebook link
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Nicholas Timothy O'Gwin

CFP®

Financial Planner

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

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

O'Gwin Planning

5 N Glade Ct
Gaithersburg, MD 20877
(301) 706-7587

Alex S. Seleznev

MBA, CFP®, CFA

Senior Investment Advisor / COO

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

4728 Arbutus Ave
Rockville, MD 20853
(757) 971-3004

Joe Breslin

CFP®

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

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

Armstrong Dixon

1500 Sulgrave Ave
Baltimore, MD 21209
(443) 563-1111
CONNECT WITH Joe
  • linkedin link

Laurette M. Dearden

CFP®, CPA, RICP

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

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

Laurette M. Dearden, CPA, CFP

8814 Heron's Flight
Laurel, MD 20723
(301) 604-0121
CONNECT WITH Laurette
  • facebook link
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Brian W. McCully

CFP®, ChFC®

Financial Planner

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

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

Pruco Securities, LLC

3615 E Joppa Rd Ste 250
Parkville, MD 21234
(410) 497-9654
CONNECT WITH Brian
  • facebook link
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Beth Kennedy Venit

CFP®

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Burt Wealth Advisors

6116 Executive Blvd, Ste 500
North Bethesda, MD 20852
(301) 770-9880

Levi S. Brandriss

CFP®

Financial Advisor

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

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

Ameriprise Financial Services Inc

6400 Goldsboro Road, Suite 550
Bethesda, MD 20817
(301) 320-1194
CONNECT WITH Levi
  • facebook link
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  • linkedin link

Bruce R. Marshall

CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving Maryland and the surrounding communities.

Ameriprise Financial Advisors

11350 McCormick, Ste 500
Hunt Valley, MD 21031
(410) 329-1200

Benjamin Offit

CFP®

Principal

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

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

Offit Advisors

28 E Susquehanna Ave
Towson, MD 21286
(410) 600-7526
CONNECT WITH Benjamin
  • facebook link
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Bernard R. Wolfe

CFP®

President

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

Financial Advisor serving Maryland and the surrounding communities.

Bernard R. Wolfe & Associates

6116 Executive Blvd, Ste 410
Rockville, MD 20852
(301) 652-9677

Kevin Q. Williams

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Retirement

Financial Advisor serving Maryland and the surrounding communities.

Williams Financial Services Corporation

4000 Mitchellville Rd, Ste B226
Bowie, MD 20716
(301) 805-5538

Rebecca M. Hyde

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation,...More

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

Ameriprise Financial Services, Inc.

5764 Stevens Forest Rd, Ste 421
Columbia, MD 21045-3760
(877) 511-6771
(410) 772-2397

Paul N. Taber

CPA, CFP®, PFS, AIF

Financial Adviser

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

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

Taber Financial Advisers

1329 Wiley Oak Dr
Jarrettsville, MD 21084
(443) 417-7697

Shimshon Plotkin

CFP®

President

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

Financial Advisor serving Maryland and the surrounding communities.

Plotkin Financial Advisors LLC

8401 Connecticut Ave, Ste 400
Chevy Chase, MD 20815-5828
(301) 907-9790

Barry Korb

CFP®

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Lighthouse Financial Planning, LLC

1515 Allview Drive
Potomac, MD 20854

Lighthouse Financial Planning, LLC

1515 Allview Dr
Potomac, MD 20854