Top financial advisors working with divorced clients 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.
If you're navigating financial decisions after a divorce, you need an advisor who understands the unique challenges of dividing assets and planning for your new financial future. Without this focus, it's easy to overlook tax implications or mismanage cash flow during this transition.
- Asset division insight. Confirm how they approach splitting retirement accounts, property, and investments to minimize tax hits and preserve your wealth.
- Cash flow planning. Ask how they help manage your income and expenses post-divorce to maintain financial stability.
- Future planning. Look for advisors who consider alimony, child support, and potential changes in your financial situation over time.
- Emotional sensitivity. Divorce can be stressful; check how they support clients through the emotional and financial complexities involved.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Patrick H
Series 63, Series 65
Hunt Valley, MD
Mass Mutual Investors Services
Patrick Hurdle specializes in divorce financial planning and cash flow budgeting, making him well-suited to assist clients navigating financial decisions after divorce in Maryland. With experience at large firms like JP Morgan and Northwestern Mutual, and credentials including Series 63 and 65 licenses, he offers a blend of estate planning and multi-generational wealth transfer expertise, supported by Mass Mutual Investors Services' comprehensive financial planning and asset management resources.
Experience: 2 years
Avg account: $249,379
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Ellen S
Series 63, Series 65
Annapolis, MD
Merrill
Ellen Shiery specializes in divorce financial planning and serves a diverse clientele including recently divorced individuals in Maryland, offering expertise in asset division, tax minimization, and coordinated estate planning. Affiliated with Merrill, a large firm, she brings 19 years of experience and holds multiple designations such as CDFA and CFP®, distinguishing her with a comprehensive, client-centered approach and a 1.10% AUM fee for managed strategies under $2 million.
Experience: 20 years
Avg account: $860,085
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Meagan S
CFP®, ChFC®, Series 66
Olney, MD
Edward Jones
Meagan Sexton specializes in advising divorced clients in Maryland, offering expertise in estate planning, inheritance, and support for intergenerational families. As a CFP®-certified advisor at Edward Jones, a large full-service firm, she brings eight years of experience and serves government employees, providing a comprehensive approach with an annual program fee up to 1.35%, distinguishing her from other local advisors.
Experience: 9 years
Avg account: $246,728
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Bridget B
CFP®
Annapolis, MD
Clairwell Financial Planning LLC
Bridget Borel specializes in financial planning for divorced individuals, with a focus on divorced women and Gen X clients, offering expertise in cash flow budgeting and retirement income strategy. Operating independently from Annapolis, MD, she provides flat-fee and asset-based fee structures, emphasizing inclusive wealth growth and virtual service, which distinguishes her from other advisors who may not combine divorce specialization with a female-led, client-centered approach.
Experience: 4 years
Avg account: $780,060
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Alex S
CFP®, CFA®
Rockville, MD
Capital Squared Financial LLC
Alex Seleznev offers expertise in retirement planning tailored for divorced individuals in Maryland, addressing asset division and future financial stability. With 11 years of experience, CFP® and CFA® credentials, and a flat-fee structure ranging from $750 to $6,000, he serves high-net-worth clients independently from Rockville, MD, providing personalized, tax-efficient strategies distinct from other advisors in the area.
Experience: 11 years
Avg account: $2,278,885
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