Top financial advisors in Lexington Park, 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 Lexington Park, 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 rules, you risk unexpected costs that could reduce your legacy.
- Estate and inheritance tax expertise. Confirm how they navigate Maryland's dual tax system to protect your assets.
- Experience with local regulations. Ask how they incorporate state-specific laws into your overall plan.
- Comprehensive wealth transfer strategies. Look for advisors who consider both taxes when helping you pass wealth to heirs.
- Coordination with legal professionals. Ensure they work closely with estate attorneys to align financial and legal plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Abigail W
CFP®
California, MD
BMSS Wesson Wealth Solutions
Abigail Waddell, a CFP® professional based in California, MD, offers expertise in private and alternative investments along with business succession planning, which can be valuable for managing complex wealth transfer issues near Lexington Park. Her firm, BMSS Wesson Wealth Solutions, integrates investment management with accounting and consulting services, providing flat-fee consulting options and serving high-net-worth clients, distinguishing her from advisors focused solely on traditional investment approaches.
Experience: 5 years
Avg account: $2,680,167
-
Sabrina L
Series 66
Lexington Park, MD
Navy Federal Investment Services, LLC
Sabrina Lee offers financial planning in Lexington Park, MD, with expertise in ESG investing, wealth management, and tax-loss harvesting, which can help navigate local estate and inheritance tax complexities. Her firm serves Navy Federal Credit Union members and individual investors, providing model portfolios with fees ranging from 0.75% to 1.35%, plus a flat-fee digital portfolio option, distinguishing her with flexible fee structures and a focus on military-affiliated clients.
Experience: 5 years
Avg account: $282,883
-
Ryan P
Series 66
Lexington Park, MD
Cetera
Ryan Palmieri's experience with wealth management and tax-loss harvesting suits clients in Lexington Park, MD, who need to navigate complex estate and inheritance tax issues. His flat-fee structure and affiliation with Cetera, a large firm serving diverse clients including high earners and retirees, provide flexible planning options compared to advisors with traditional AUM fees.
Experience: 4 years
Avg account: $306,089
-
Robert K
Series 63, Series 65
Lexington Park, MD
First Command Advisory Services
Robert Keaton's 27 years of experience and Series 63 and 65 licenses position him well to address wealth management challenges in Lexington Park, including estate and inheritance tax considerations. Affiliated with First Command Advisory Services, a large firm offering comprehensive financial planning and discretionary asset management, he serves a diverse client base including high-net-worth individuals, which may provide broader resources compared to smaller firms.
Experience: 27 years
Avg account: $214,697
-
Edward R
Series 65
Lexington Park, MD
Deak Reynolds Company
Edward Reynolds offers wealth management services in Lexington Park, MD, with 24 years of experience and a Series 65 designation. As an independent advisor who also practices law privately, he uniquely integrates legal insights with personalized investment strategies, using mutual funds, ETFs, and securities, which may benefit high-net-worth clients seeking coordinated financial and legal planning.
Experience: 24 years
Avg account: $2,245,736
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Lexington Park, 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")