Top financial advisors in Cambridge, 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.
You might seek a financial advisor in Cambridge, MD, if you're navigating complex estate or inheritance tax rules unique to Maryland. Without expertise in these local tax nuances, you risk costly mistakes that could reduce your heirs' inheritance.
- Estate and inheritance tax knowledge. Confirm the advisor understands Maryland's dual tax system and how it impacts your estate plan.
- Coordination with estate attorneys. Ask how they collaborate with legal professionals to align financial and legal strategies.
- Tax-efficient asset transfer. Look for advisors who plan asset distribution to minimize tax burdens for beneficiaries.
- Experience with local regulations. Ensure they stay current on Maryland-specific tax laws and any recent changes affecting your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James F
Series 63, Series 65
Cambridge, MD
Ameriprise
James Furnary in Cambridge, MD, specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement who need tax-efficient withdrawal plans. With 29 years of experience at Ameriprise, a large firm offering comprehensive retirement planning and managed accounts, he provides detailed recommendation reports that integrate research and tax analysis, distinguishing him from advisors with less structured approaches.
Experience: 29 years
Avg account: $471,167
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Garrett T
CFP®, Series 66
Easton, MD
Raymond James & Associates
Garrett Thrift's 15 years of experience and Series 66 designation equip him to address complex financial planning needs near Cambridge, MD, including estate considerations. His affiliation with Raymond James & Associates, a large firm offering flat-fee structures and serving diverse clients, distinguishes him by combining personalized service with institutional resources and expertise in wealth management and retirement planning.
Experience: 15 years
Avg account: $788,879
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Blake W
Series 63, Series 65
Cambridge, MD
LPL Financial
Blake Whitten in Cambridge, MD, offers expertise in wealth management and tax-loss harvesting, which can aid in navigating Maryland's complex estate and inheritance tax rules. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 11 years
Avg account: $399,489
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Raymond M
Series 63, Series 66
Cambridge, MD
Folger Nolan Fleming Douglas Incorporated
Raymond Mc Keating offers wealth management services in Cambridge, MD, with a focus on coordinating investment strategies alongside other professionals, which is crucial for managing Maryland's complex estate and inheritance tax rules. His firm serves a single ultra-high-net-worth family on a fee-based, non-discretionary basis, emphasizing tailored portfolio reviews and investment recommendations with a 0.30% fee on equity positions, distinguishing him from advisors with broader client bases.
Experience: 21 years
Avg account: $3,071,485
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Chet M
ChFC®, Series 63
Cambridge, MD
Cetera
Chet Mcwilliams brings 38 years of experience and ChFC® credentials to clients in Cambridge, MD, offering expertise in annuities and flat-fee financial planning through OSAIC, a large SEC-registered firm. His background includes serving diverse clients such as individuals and pension plans, supported by advanced technology and a broad adviser network, distinguishing him from others with his extensive industry tenure and firm resources.
Experience: 38 years
Avg account: $306,089
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