Top 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.
You might seek a financial advisor in Maryland when you're navigating complex local tax rules or planning for state-specific retirement benefits. Without local expertise, advisors can overlook key Maryland regulations that affect your financial outcomes.
- Maryland tax knowledge. Confirm how they integrate state income and property tax considerations into your overall plan.
- Retirement system familiarity. Ask about their experience with Maryland's state retirement programs and how they coordinate these with your personal savings.
- Local market insight. Inquire how they factor Maryland's economic trends and real estate market into investment strategies.
- Coordination with local professionals. Check if they collaborate with Maryland-based tax preparers and estate attorneys to align your financial plan comprehensively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi is equipped to assist with Maryland-specific financial needs, leveraging his expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Operating from Rockville, MD, he offers flat-fee financial planning through LPL Financial, a large firm known for its extensive research support and diverse client base, which may provide broader resources compared to smaller local advisors.
Experience: 2 years
Avg account: $399,489
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James C
Series 65
Eagle, ID
Cannon Wealth Group LLC
James Cannon brings 14 years of experience and a Series 65 designation, offering flat-fee and independent financial planning services. While based in Eagle, Idaho, his firm specializes in equity compensation tax strategy and pension consulting, including ERISA advisory, which may provide valuable insights for clients with complex retirement plans. His fee structure includes flat fees and negotiable hourly rates, distinguishing him from advisors who primarily charge asset-based fees.
Experience: 14 years
Avg account: $455,281
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Patrick F
Series 66
New Market, MD
Intentional
Patrick Ferguson's 17 years of experience and expertise in retirement income strategy and business succession planning make him well-suited for clients seeking financial advisors in Maryland. Operating from New Market, MD, he offers flat-fee financial planning and pension consulting services, combining fundamental, technical, and economic analysis, which distinguishes him from others by providing a comprehensive investment approach alongside independent advisory services.
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 Maryland-specific financial needs through her role at Spire Wealth Management, which offers tax-aware investment strategies and collaborates with local professionals to address state tax and retirement considerations. Her six years of experience, Series 65 license, and firm's use of proprietary risk overlays and diverse portfolio management options distinguish her from other advisors in the area.
Avg account: $703,287
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David C
Series 63, Series 65
Annapolis, MD
Westbourne Investment Advisors Inc.
David Cunningham's extensive 27 years of experience and Series 63 and 65 licenses equip him to navigate Maryland's financial landscape effectively, including local tax and retirement considerations. His firm, Westbourne Investment Advisors, offers discretionary portfolio management with an equity-oriented, buy-and-hold strategy, managing $359 million across 420 accounts, and provides flexible fee options including a fixed quarterly fee, distinguishing him from other advisors in the area.
Experience: 27 years
Avg account: $2,346,949
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