Top financial advisors in Maryland
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.
Choosing the right financial advisor in Maryland means focusing on whether they handle the specific financial tasks you need, not just picking from a large list. A common mistake is hiring an advisor recommended by someone else, only to find out later they don't work with your particular financial situation.
- Match on the actual work. Ask what the advisor does day-to-day. An advisor experienced with estate planning might not be the best fit if you need help with retirement income.
- Estate and inheritance tax knowledge. Maryland has both estate and inheritance taxes, so confirm the advisor understands how these might affect your planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if needed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hassan A
Series 65, Series 63
Rockville, MD
LPL Financial
Hassan Al Kadhimi is equipped to assist with wealth management and retirement plans for business owners in Maryland, offering expertise in tax-loss harvesting and college savings strategies. Operating within LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing. His background includes experience at major financial institutions, adding depth to his advisory capabilities in Rockville, MD.
Experience: 2 years
Avg account: $399,489
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Patrick F
Series 66
New Market, MD
Intentional
Patrick Ferguson is well-suited for clients in Maryland seeking retirement income strategies and business succession planning, with 17 years of experience and expertise in private investments and charitable giving. Operating independently with a flat-fee structure, he offers personalized financial planning and discretionary portfolio management, distinguishing him from advisors who may rely solely on asset-based fees or larger firm models.
Experience: 17 years
Avg account: $426,607
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Christina C
Series 65
Bethesda, MD
Spire Wealth Management, LLC
Christina Cunningham is equipped to assist with financial planning in Maryland, offering expertise in options and derivatives strategies, passive and active portfolio management, and private investments. Operating independently with a flat-fee structure, she brings six years of experience and works through Spire Wealth Management, which serves individuals, corporations, trusts, and retirement plans with tax-aware and hybrid investment strategies, differentiating her from advisors focused solely on traditional asset management.
Experience: 0 years
Avg account: $703,287
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David C
Series 63, Series 65
Annapolis, MD
Westbourne Investment Advisors Inc.
David Cunningham offers expertise in active portfolio management and options strategies, making him well-suited for clients seeking dynamic investment approaches in Maryland. With 27 years of experience and a flat-fee option alongside a 0.75% AUM fee, he provides flexible payment structures, while his firm manages $359 million with a buy-and-hold equity strategy, distinguishing him from advisors focused solely on passive management.
Experience: 28 years
Avg account: $2,346,949
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Charles P
Series 63, Series 65
Easton, MD
Merrill
Charles Pritchett offers expertise in general retirement planning and wealth management, making him well-suited for clients seeking financial advisors in Maryland. With 36 years of experience at Merrill, a large firm, he serves mid-career professionals and high earners, charging a 1.10% fee for managed strategies under $2 million, which may appeal to those valuing seasoned guidance within a structured firm environment.
Experience: 37 years
Avg account: $860,085
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