Top financial advisors in North Bethesda, 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.
If you have a complex estate or inheritance situation in North Bethesda, MD, you need an advisor who understands the unique tax landscape here, including both estate and inheritance taxes. Without this local expertise, you risk costly mistakes that could reduce what you pass on to your heirs.
- Estate and inheritance tax knowledge. Confirm the advisor’s experience navigating Maryland’s dual tax system to help minimize your tax burden.
- Experience with high-net-worth clients. Ask how they manage wealth transfer strategies tailored to significant estates.
- Coordination with legal professionals. Effective advisors work closely with estate attorneys to align financial and legal plans.
- Long-term legacy planning. Inquire about their approach to preserving wealth across generations, not just immediate tax savings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Parker Y
CFP®, Series 66
Shalimar, FL
Fidelity
Parker Yates in North Bethesda, MD, is equipped to assist with complex estate and inheritance tax situations through his role at Fidelity, a large firm known for systematic investment methodologies and long-term asset allocation. With five years of experience and a Series 66 designation, he offers expertise in charitable giving and active portfolio management, differentiating him by combining tax-aware strategies with disciplined investment approaches.
Experience: 5 years
Avg account: $234,793
-
Efrata K
Series 65
North Bethesda, MD
One Oak
Efrata Kirose offers wealth management and private investment expertise suitable for high-net-worth clients in North Bethesda, MD, with a focus on independent advisory services. Her firm integrates impact investing with quantitative analysis, providing customized strategies, and she offers negotiable fees including a 1.5% annual AUM rate and $250 hourly consulting, distinguishing her from advisors with more traditional approaches.
Experience: 1 year
Avg account: $14,028,824
-
Vladislav R
Series 63, Series 65
North Bethesda, MD
LPL Financial
Vladislav Romanov's 30 years of experience and Series 63 and 65 credentials position him well to address complex estate and inheritance tax issues in North Bethesda, MD. Operating within LPL Financial, a large firm serving high-net-worth households, he offers flat-fee financial planning and specializes in wealth management and tax-loss harvesting, providing a structured approach compared to advisors with different fee models or firm sizes.
Experience: 31 years
Avg account: $399,489
-
Ben A
VerifiedSeries 66
North Bethesda, MD
Independent Financial Group, LLC
Ben Arie, based in North Bethesda, MD, offers wealth management with expertise in passive and active portfolio management, suitable for clients facing complex estate and inheritance tax issues. His firm, Independent Financial Group, LLC, is a large dual-registered broker-dealer and SEC-registered adviser, providing flat-fee financial planning and access to multiple advisory programs, which may appeal to clients seeking diverse investment options and fee structures.
Experience: 2 years
Avg account: $474,424
-
Thomas W
Series 66
North Bethesda, MD
Cambridge Investment Research Advisors
Thomas Walsh's 21 years of experience and Series 66 designation equip him to address complex estate and inheritance tax issues in North Bethesda, MD. Working with Cambridge Investment Research Advisors, a large firm offering flat-fee financial planning and diverse investment approaches, he serves a range of clients including retirees and business owners, providing seasoned guidance distinct from smaller or commission-based advisors.
Experience: 21 years
Avg account: $378,281
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in North Bethesda, 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")