Top financial advisors in Frederick, 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 Frederick, MD when you're navigating complex estate and 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 how they integrate Maryland's dual tax system into your estate plan to minimize tax burdens.
- Tax-efficient asset transfer. Ask how they structure your assets to balance state taxes and preserve wealth for beneficiaries.
- Coordination with estate attorneys. Effective advisors collaborate closely with legal professionals to align financial and legal strategies.
- Experience with local regulations. Inquire about their familiarity with Frederick County-specific rules that might affect your financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Leo S
Series 66
Frederick, MD
Edward Jones
Leo Sloss in Frederick, MD, specializes in business succession planning and multi-generational wealth transfer, which are crucial for managing estate complexities in Maryland. Affiliated with Edward Jones, a large firm serving over four million clients, he offers a fee structure up to 1.35% annually and brings a unique background in education and business ownership, distinguishing him from other local advisors.
Experience: 2 years
Avg account: $246,728
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Henry W
CFP®, Series 66
Frederick, MD
PNC Wealth Management
Henry Wixon at PNC Wealth Management in Frederick, MD, offers wealth management with expertise in both passive and active portfolio strategies, supported by a large firm infrastructure. His approach includes model-based programs and algorithm-driven risk assessment, which may provide a structured method for navigating Maryland's complex estate tax environment. With a 0.85% annual AUM fee and experience serving executives, he brings a blend of financial and personal insight to clients in the area.
Experience: 3 years
Avg account: $182,752
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Brad Y
Series 63, Series 65
Frederick, MD
OSAIC
Brad Young's 30 years of experience and Series 63 and 65 licenses position him well to navigate Frederick, MD's complex estate and inheritance tax landscape. His affiliation with Osaic Wealth, a large firm offering technology-driven investment processes and diverse client services, combined with flat-fee options and his local leadership roles, distinguishes him from other advisors in the area.
Experience: 31 years
Avg account: $398,336
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Melissa H
Series 63, Series 66
Frederick, MD
Kestra Advisory
Melissa Holt's extensive 29 years of experience and her Series 63 and 66 designations equip her to navigate Frederick, MD's complex estate and inheritance tax landscape effectively. Affiliated with Morgan Stanley Wealth Management, a large firm managing $2.74 trillion in assets, she offers flat-fee and hourly financial planning options, leveraging structured planning tools and scenario modeling to tailor strategies for business owners and executives.
Experience: 29 years
Avg account: $618,892
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Jeffrey B
CFP®, Series 63, Series 65
Hagerstown, MD
Plan2Retire
Jeffrey Bowers offers 25 years of experience and CFP® certification, providing retirement and income planning with tax strategies for small businesses, which can support navigating Maryland's estate tax complexities. Operating independently from Hagerstown, MD, he uses a flat-fee structure and combines fundamental, technical, and cyclical analysis, distinguishing his personalized approach from others in the Frederick area.
Experience: 25 years
Avg account: $302,583
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