Browse all Independent advisors in Maryland

Every advisor below is licensed to work with clients in Maryland. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Maryland advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,258
Wealth management	997
Executive	655
Retirement plans for business owners (SEP, solo 401k)	611
Options & derivatives strategies	605
Private / alternative investments	578
Retired	571
Active portfolio management	516
General retirement planning	502
Retirement income strategy	466
Tax-loss harvesting	362
College savings (529s, UTMA, etc.)	357
Concentrated stock management	303
Income planning	297
ESG / Sustainable investing	276
General tax planning	258
Cash flow / budgeting	229
Annuities	213
Business exit / sale strategy	210
Passive / index investing	206
Charitable giving & philanthropy	193
Real estate investing	183
General estate planning guidance	142
Equity compensation tax strategy	114
Business succession planning	106
Retirement withdrawal strategies	93
Approaching retirement	92
Business ownership considerations	81
Mid-Career Professionals	77
Long-term care insurance	74
Debt management	61
Tax strategies for small businesses	46
Life insurance needs analysis	41
Family Business	36
HENRY (High Earners, Not Rich Yet)	34
Self-Employed	34
Divorce financial planning	33
Social Security optimization	32
Business sale tax planning	29
Charitable giving tax strategies	29
Professional Athlete	28
Established Professionals	26
Government Employee	23
Financial Professional	17
Married/Couples/Partners	17
Liquidity event planning	16
Military & Veterans	16
Women Professionals	15
Religious/faith focused	14
Disability insurance	13
Doctor or Medical Professional	11
Educators, Teachers, and Academics	11
Elder care planning	11
Values-based investing	9
Multi-generational wealth transfer	8
Women Business Owners	8
Business Financial Management	7
Factor investing / smart beta	7
Widow/Widower	7
Young Professionals	7
African Americans/Black	6
Parents	6
Retired	6
Attorney	5
Divorced	5
Equity Recipients (RS/RSU, SOP, ESPP)	5
Medicare planning	5
Young Families	5
Dual Income Family	4
Roth conversion strategy	4
LGBTQIA	3

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