Top financial advisors in Gaithersburg, 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 Gaithersburg, MD if you're navigating complex estate or inheritance tax issues, which are both present in Maryland. Without expertise in these taxes, you risk costly mistakes that could reduce your heirs' inheritance.
- Estate and inheritance tax knowledge. Confirm the advisor understands Maryland's unique tax landscape and how to minimize your tax burden.
- Integrated tax and estate planning. Ask how they coordinate your estate plan with tax strategies to avoid surprises after your passing.
- Experience with local regulations. Local rules can affect trusts and wills; ensure the advisor is familiar with Maryland-specific laws.
- Clear communication. Complex tax topics require straightforward explanations so you can make informed decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Martin D
Series 66
Montgomery Village, MD
Fidelity
Martin Depetris offers financial advisory services in Gaithersburg, MD, with six years of experience and a Series 66 license. Affiliated with Fidelity's Strategic Advisers LLC, he leverages a large firm's resources, including proprietary research and quantitative analysis, to manage portfolios for both retail and institutional clients, distinguishing him from advisors with smaller firm backgrounds.
Experience: 6 years
Avg account: $234,793
-
Matthew B
CFP®, Series 66
Gaithersburg, MD
MAI Capital Management, LLC
Matthew Bacon's 13 years of experience and CFP® certification equip him to navigate Maryland's complex estate and inheritance tax landscape effectively. At Mai Capital Management, a large firm offering flat-fee financial planning and tax services, he supports diverse clients including families and family offices, utilizing a multi-strategy investment approach that includes private investments and option strategies.
Experience: 14 years
Avg account: $2,176,834
-
Cornell A
Series 65
Gaithersburg, MD
Beacon Investment Advisors LLC
Cornell Abod in Gaithersburg, MD, offers wealth management with a focus on customized asset allocation and fundamental analysis, suitable for clients dealing with complex estate and tax issues in Maryland. His 22 years of experience, Series 65 designation, and leadership of Beacon Investment Advisors, alongside his accounting and retirement plan consulting firms, provide a broad expertise that supports high-net-worth clients with integrated financial strategies.
Experience: 22 years
Avg account: $2,798,280
-
Mariah L
Series 66
Gaithersburg, MD
LPL Financial
Mariah Lightfoot's experience with wealth management and tax-loss harvesting at LPL Financial equips her to address Maryland's complex estate and inheritance tax issues effectively. Operating within a large firm, she offers flat-fee financial planning and serves a diverse clientele, including business owners and retirees, which may provide broader perspectives compared to advisors focused solely on individual investors.
Experience: 8 years
Avg account: $399,489
-
Robert C
Series 63, Series 65
Gaithersburg, MD
Transamerica Financial Advisors
Robert Costello's 29 years of experience and Series 63 and 65 licenses position him well to navigate Maryland's complex estate and inheritance tax landscape. Working with Transamerica Financial Advisors, a large firm offering diverse investment advisory and retirement-plan services, he leverages model portfolios and third-party managers, which may provide a structured approach compared to smaller firms or independent advisors in Gaithersburg.
Experience: 30 years
Avg account: $48,577
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Gaithersburg, MD
Find advisors by type
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.
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
© 2026 Warmer Holdings Inc. ("Warmer")