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D. Crystal Alford-Cooper

CFP®, CRC®, CDFA®

Vice President of Planning

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

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

Law & Associates, Inc.

6111 Tulane Avenue
Glen Echo, MD 20812
(301) 229-8500

Joel S. Goldberg

CFP®

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

Financial Advisor serving Maryland and the surrounding communities.

Pincus & Goldberg

50 W Montgomery Ave, Ste 330
Rockville, MD 20850
(301) 605-7388

Jerome O. Jacobs

CFP®, CPA/PFS

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.

BFJ Financial Group

10500 Little Patuxent Parkway Ste 710
Columbia, MD 21044
(410) 825-3322

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

Bryan E. Kelly

CFP®

Founding Partner

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

The Kelly Group

48-54 E Gordon St
Bel Air, MD 21014
(800) 999-8609
(410) 893-0560

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

Wayne B. Zussman

CFP®, ADFA

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

The Colony Group

28 S. Washington St.
Easton, MD 21601

The Colony Group

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

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

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

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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Karen M. Foley

CFP®

Registered Principal, Financial Advisor

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

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

First Command Financial Services

5823 Allentown Rd
Camp Springs, MD 20746
(800) 443-2104
(301) 899-9171

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

Matthew B. Brock

CFP®

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...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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Michael P. Hepner

CFP®, CPA/PFS

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

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

Hepner Financial Services, LLC

2783 Dragon Fly Way
Odenton, MD 21113-6025
(410) 442-0271

Steven M. Peterman

CFP®

Lead Planner

Specialties: Comprehensive Financial Planning

Financial Advisor serving Maryland and the surrounding communities.

Facet Wealth

509 S. Exeter Street, Suite 202
Baltimore, MD 21202
(443) 376-6254

Robert G. Anderson

CFP®

Specialties: Comprehensive Financial Planning, Retirement

Financial Advisor serving Maryland and the surrounding communities.

Delmarva Wealth Management, LLC

543 Riverside Dr, Ste B
Salisbury, MD 21801
(855) 566-6362
(410) 912-4286
CONNECT WITH Robert
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Christopher M. Ruspi

CFP®, CMT

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

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

18301 Mink Hollow Rd
Highland, MD 20777
(301) 570-8006

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

Liz G. Gillette

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

MainStreet Financial Planning, Inc.

1113 Odenton Road, Suite 2C
Odenton, MD 21113
(888) 897-6743
(888) 897-6743
CONNECT WITH Liz
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Dawn E. Doebler

CFP®

Senior Advisor

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

The Colony Group

7475 Wisconsin Ave, Ste 650
Bethesda, MD 20814
(301) 919-5666

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
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John Robert Austin

CFP®, MIM, AIF

Principal

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

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

Austin Wealth Management

21840 New Hampshire Ave
Brookeville, MD 20833-1815
(877) 512-8257

W. Thomas Curtis

CFP®, EA

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Business Taxes,...More

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

FSP and Associates, LLC

841 Quince Orchard Blvd, Ste H
Gaithersburg, MD 20878-1615
1-800-318-6880
(301) 258-0300 x105

Phyllis R. Mitchell

CFP®

President

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

Financial Advisor serving Maryland and the surrounding communities.

Phyllis R. Mitchell Financial Services, Inc

9927 Stephen Decatur Hwy, Ste 18
Ocean City, MD 21842
(410) 213-2150

James H. Stewart

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable &...More

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Carmichael Hill

18 East Diamond Ave, Gaithersburg
Gaithersburg, MD 20877
(301) 217-9300

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

Adam W. Freeland

CFP®

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

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

Harford Financial Group

3437 Howell Ct
Abingdon, MD 21009
(410) 838-2992

Aaron W. Clarke

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Maryland and the surrounding communities.

Halpern Financial, Inc.

11 N. Washington Street, Suite # 720
Rockville, MD 20850

Halpern Financial, Inc.

20365 Exchange Street
Ashburn, VA 20147
CONNECT WITH Aaron
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Tanya Rapacz

CFP®

Senior Financial Advisor

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Maryland and the surrounding communities.

6701 Democracy Blvd
Bethesda, MD 20817
(301) 821-7202
CONNECT WITH Tanya
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