Top financial advisors in Easton, 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.
When you're managing wealth in Easton, MD, you might face unique challenges like both estate and inheritance taxes, which can complicate your financial planning. Without an advisor familiar with these local tax nuances, you risk unexpected costs that could reduce your legacy.
- Estate and inheritance tax knowledge. Confirm how they navigate Maryland's dual tax system to protect your assets.
- Experience with local regulations. Ask how they incorporate state-specific rules into your overall plan.
- Comprehensive wealth transfer strategies. Look for advisors who consider both taxes when advising on wills and trusts.
- Coordination with legal professionals. Ensure they work closely with estate attorneys to align financial and legal plans effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwin S
Series 63, Series 65
Easton, MD
Shore Financial Advisors, LLC
Edwin Stone Jr. offers tailored portfolio management in Easton, MD, with expertise in options, derivatives, and alternative investments, suitable for high-net-worth clients navigating complex local tax issues. His independent, single-advisor firm provides both discretionary and non-discretionary services with a 1.25% AUM fee, differentiating him through personalized strategies and a background in business consulting.
Experience: 1 year
Avg account: $2,860,000
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Lora D
Series 66
Easton, MD
LPL Financial
Lora Davis in Easton, MD, offers expertise in wealth management and retirement plans for business owners, supported by 19 years of experience and a Series 66 designation. Affiliated with LPL Financial, a large firm providing diverse investment solutions and in-house research, she offers flat-fee financial planning, distinguishing her approach from hourly fee structures common among peers.
Experience: 19 years
Avg account: $399,489
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Skylynd K
Series 66
Easton, MD
Robert Baird & Co.
Skylynd Kahat offers wealth management expertise in Easton, MD, supported by five years of industry experience and a Series 66 designation. Affiliated with Robert Baird & Co., a large firm providing tailored investment strategies and flat-fee options, Kahat's background includes roles in hospitality and insurance, adding diverse insights compared to other advisors.
Experience: 5 years
Avg account: $713,008
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Jennifer E
Series 66
Easton, MD
RBC Capital Markets
Jennifer Edgell's 20 years of experience and Series 66 designation equip her to address Easton, MD's complex estate and inheritance tax challenges through RBC Capital Markets' tailored advisory programs. Her firm's large scale and flat-fee options, combined with expertise in tax-loss harvesting and wealth management, distinguish her from other advisors by offering diverse investment strategies and cost transparency.
Experience: 21 years
Avg account: $1,017,425
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Benjamin G
Series 66
Easton, MD
Charles Schwab
Benjamin Gardner in Easton, MD, is equipped to address complex wealth management needs including multi-state taxation, which is crucial for navigating Maryland's estate and inheritance taxes. Affiliated with Charles Schwab, a large firm serving high-net-worth clients with a 0.80% AUM fee, he offers access to multi-asset model portfolios and both discretionary and non-discretionary investment guidance, distinguishing him from advisors at smaller firms.
Experience: 1 year
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