Ways to browse advisors serving Baltimore, MD

Pick a specialty or descriptor to browse more advisors serving Baltimore, MD.

By how they work

Type	Advisors
Large-firm	3,289
Flat-fee	2,047
Seasoned	1,561
Independent	914
CFP®-certified	771

By who they serve

Type	Advisors
High-net-worth	842
Baby Boomer	126
Gen X	8
Millennial	7

Browse by specialty

Find advisors serving Baltimore, MD who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,655
Executive	1,631
Retired	1,439
Wealth management	1,350
Tax-loss harvesting	1,224
Retirement plans for business owners (SEP, solo 401k)	819
Retirement income strategy	800
Active portfolio management	699
HENRY (High Earners, Not Rich Yet)	639
Approaching retirement	581
Mid-Career Professionals	580
General retirement planning	556
Private / alternative investments	523
General estate planning guidance	522
College savings (529s, UTMA, etc.)	462
ESG / Sustainable investing	452
Passive / index investing	432
Cash flow / budgeting	349
Income planning	290
Social Security optimization	273
Concentrated stock management	258
Annuities	255
Business exit / sale strategy	250
Options & derivatives strategies	242
Charitable giving & philanthropy	222
Retirement withdrawal strategies	177
General tax planning	173
Financial Professional	164
Real estate investing	144
Divorce financial planning	142
Multi-generational wealth transfer	115
Self-Employed	94
Business succession planning	92
Equity compensation tax strategy	76
Planning for children with special needs	71
Attorney	70
Divorced	70
Business ownership considerations	64
Established Professionals	61
Long-term care insurance	54
Debt management	42
Family Business	42
Parents	39
Professional Athlete	31
Tax strategies for small businesses	29
Charitable giving tax strategies	25
Values-based investing	25
Factor investing / smart beta	23
Business sale tax planning	20
Roth conversion strategy	20
Military & Veterans	17
Life insurance needs analysis	16
Young Families	16
Educators, Teachers, and Academics	15
Trust structures (GRAT, IDGT, revocable)	15
Liquidity event planning	13
Doctor or Medical Professional	12
Equity Recipients (RS/RSU, SOP, ESPP)	12
Elder care planning	11
Women's Finance	11
LGBTQIA	10
Government Employee	7
Religious/faith focused	7
Retired	7
Consultant	5
Disability insurance	5
Inheritance planning	5
Intergenerational Families	5
Widow/Widower	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support