Top financial advisors in Hagerstown, 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 Hagerstown, MD if you're navigating complex estate or inheritance tax rules, which can significantly impact your wealth transfer plans. Without expertise in these local tax nuances, you risk unexpected liabilities that could reduce what you pass on to heirs.
- Estate and inheritance tax knowledge. Confirm the advisor understands Maryland's unique tax landscape and how it affects your estate planning.
- Wealth transfer strategies. Ask how they help structure gifts or trusts to minimize tax burdens for your beneficiaries.
- Coordination with legal professionals. Effective advisors work closely with your estate attorney to align financial and legal plans.
- Experience with local regulations. Inquire about their familiarity with Maryland-specific probate and tax filing requirements to avoid costly mistakes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cort M
Series 63, Series 66
Hagerstown, MD
Capital Investment Advisory Services, LLC
Cort Meinelschmidt in Hagerstown, MD, offers over two decades of experience and holds Series 63 and 66 licenses, supporting complex financial needs including retirement plans and active portfolio management. His firm serves a diverse client base including trusts and estates, providing personalized investment management with discretionary mandates and third-party managers, and charges hourly fees capped at $250 for planning and reviews, distinguishing him from other local advisors.
Experience: 22 years
Avg account: $373,429
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Catharine W
Series 66
Hagerstown, MD
RBC Capital Markets
Catharine Weber's experience at RBC Capital Markets in Hagerstown, MD, equips her to navigate Maryland's estate and inheritance tax complexities, supporting wealth transfer strategies with a focus on tax-loss harvesting and concentrated stock management. Her flat-fee structure and work with diverse clients, including executives and approaching retirees, distinguish her from others by combining personalized service within a large firm setting.
Experience: 3 years
Avg account: $1,017,425
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Kelsi M
Series 66
Hagerstown, MD
Edward Jones
Kelsi Munson's seven years at Edward Jones equip her to navigate Maryland's estate and inheritance tax complexities, especially with her expertise in multi-generational wealth transfer and tax-loss harvesting. Representing a large firm managing over $1 trillion in assets, she offers a structured fee program up to 1.35% annually, serving a diverse client base including retirees and business owners in Hagerstown, MD.
Experience: 7 years
Avg account: $246,728
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Gary C
Series 63, Series 66
Hagerstown, MD
Chicago Capital Management Advisors, LLC
Gary Clark in Hagerstown, MD, brings 23 years of experience and expertise in wealth management and business sale tax planning, which can be crucial for navigating Maryland's estate and inheritance tax rules. His firm, Soar Financial LLC, offers flat-fee financial planning and ongoing consulting, serving individuals, trusts, and estates with customized, long-term investment strategies, distinguishing him from advisors with purely asset-based fees.
Experience: 23 years
Avg account: $214,907
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Toby K
CFP®, ChFC®, Series 66
Hagerstown, MD
LPL Financial
Toby Kline's 19 years of experience and CFP® certification equip him to navigate complex wealth management and tax-loss harvesting strategies relevant to estate planning in Hagerstown, MD. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients including business owners and retirees, providing a broad range of advisory and asset management solutions supported by in-house research.
Experience: 19 years
Avg account: $399,489
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