Top financial advisors in Bethesda, MD
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have significant assets and want to plan for how they pass to your heirs, you need an advisor who understands both estate and inheritance taxes, which apply in Maryland. A common mistake is overlooking how these taxes interact, leading to unexpected costs for your beneficiaries.
- Estate and inheritance tax knowledge. Confirm the advisor can explain how Maryland's dual tax system affects your estate plan.
- Asset titling strategies. Ask how they recommend holding assets to minimize tax exposure for your heirs.
- Trust and will coordination. Ensure they integrate tax planning with your legal documents to avoid costly gaps.
- Beneficiary planning. Discuss how they help structure inheritances to reduce tax burdens and preserve family wealth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Oliver F
Series 65
Bethesda, MD
EM Leaders, LLC
Oliver Fratzscher, based in Bethesda, MD, leads EM Leaders, an independent firm specializing in active portfolio management and private investments, with 13 years of experience. His firm offers flat-fee financial planning ranging from $20,000 to $200,000, focusing on customized investment policies and thorough due diligence, which may complement estate planning needs involving complex asset strategies and tax considerations.
Experience: 13 years
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Peter R
Series 65
Bethesda, MD
Alikos Wealth Management, LLC
Peter Ryan in Bethesda, MD, offers expertise in private and alternative investments with nine years of advisory experience and a Series 65 designation. His firm, Alikos Wealth Management, provides flat-fee financial planning and serves high-net-worth clients with diversified, tax-sensitive portfolios, which may help address Maryland's estate and inheritance tax complexities more effectively than advisors focusing solely on traditional investments.
Experience: 10 years
Avg account: $2,259,104
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Lee M
CFP®, Series 65
Bethesda, MD
Miller Capital Management, Inc.
Lee Miller in Bethesda, MD, offers wealth management with 23 years of experience and CFP® certification, serving high-net-worth clients and trusts. His firm emphasizes capital preservation through fundamental security analysis and a long-term buy-and-hold strategy, differentiating him with personalized investment supervision and a fee structure of 1% AUM and $400 hourly for planning services.
Experience: 23 years
Avg account: $6,801,042
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Anna N
CFP®, Series 66
Bethesda, MD
Poder Wealth Advisors
Anna N'jie Konte, based in Bethesda, MD, leads Poder Wealth Advisors with a decade of experience and CFP® certification, offering expertise in equity recipients and business exit strategies. Her firm uses a passive investment approach with diversified index funds and provides flat-fee financial planning, catering to high-net-worth clients seeking integrated estate and tax planning solutions.
Experience: 10 years
Avg account: $371,887
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Gretchen B
Series 63, Series 65
Bethesda, MD
Equitable Advisors
Gretchen Bolton's 32 years of experience and Series 63 and 65 credentials equip her to address complex estate and inheritance tax issues in Maryland, especially for high-net-worth Baby Boomers approaching retirement. Affiliated with Equitable Advisors, a large firm offering tailored financial planning and asset management, she combines advisory and brokerage services, providing flexible fee structures and local community involvement that may distinguish her from other Bethesda advisors.
Experience: 32 years
Avg account: $570,841
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