Ways to browse Independent advisors serving Gaithersburg, MD

Pick a specialty to browse more Independent advisors serving Gaithersburg, MD.

Browse by specialty

Find advisors serving Gaithersburg, MD who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	782
Wealth management	686
Private / alternative investments	450
Executive	446
Active portfolio management	420
Options & derivatives strategies	410
Retirement plans for business owners (SEP, solo 401k)	384
Retired	343
General retirement planning	335
Tax-loss harvesting	290
ESG / Sustainable investing	248
College savings (529s, UTMA, etc.)	244
Retirement income strategy	241
Cash flow / budgeting	239
Passive / index investing	191
Concentrated stock management	172
Real estate investing	171
General tax planning	168
Business exit / sale strategy	161
Income planning	138
General estate planning guidance	117
Debt management	95
Charitable giving & philanthropy	92
Annuities	75
Business ownership considerations	74
Business succession planning	60
Equity compensation tax strategy	58
Retirement withdrawal strategies	46
Mid-Career Professionals	44
Financial Professional	38
Tax strategies for small businesses	37
Long-term care insurance	31
Approaching retirement	29
Established Professionals	27
Divorce financial planning	26
Family Business	26
Retired	23
Life insurance needs analysis	22
Social Security optimization	21
Government Employee	20
HENRY (High Earners, Not Rich Yet)	19
Multi-generational wealth transfer	17
Values-based investing	15
Women Professionals	14
Dual Income Family	11
Elder care planning	11
Equity Recipients (RS/RSU, SOP, ESPP)	10
Military & Veterans	10
Religious/faith focused	10
Business sale tax planning	9
Factor investing / smart beta	9
Medicare planning	8
Self-Employed	8
Young Professionals	8
Doctor or Medical Professional	6
Charitable giving tax strategies	5
Widow/Widower	5
Business Financial Management	4
Divorced	4
Educators, Teachers, and Academics	4
Roth conversion strategy	4
Young Families	4
Attorney	3
Married/Couples/Partners	3
Student loan debt	3

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support