Top financial advisors in Ocean Pines, 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 significant assets and want to plan for how they pass to your heirs, you need an advisor who understands both estate and inheritance taxes, which Maryland imposes. Without this knowledge, you might overlook tax liabilities that reduce what your beneficiaries receive.
- Estate and inheritance tax expertise. Confirm the advisor knows how Maryland’s dual tax system affects your estate plan.
- Asset transfer strategies. Ask how they help structure gifts or trusts to minimize tax impact on your heirs.
- Coordination with estate attorneys. Effective planning often requires working closely with legal professionals; check how they collaborate.
- Long-term tax implications. Ensure they consider how your plan adapts to changes in tax laws and your family situation over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher H
Series 66
Ocean Pines, MD
Snowden Capital Advisors LLC
Christopher Hayes offers wealth management and general retirement planning with 17 years of experience in Ocean Pines, MD, making him well-equipped to address estate and inheritance tax concerns specific to Maryland. His firm, Snowden Capital Advisors LLC, manages $7.55 billion and serves a diverse clientele including high-net-worth individuals and institutions, providing both discretionary and non-discretionary portfolio management alongside flexible fee structures such as flat fees and hourly rates.
Experience: 17 years
Avg account: $1,457,827
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George A
Series 63, Series 65
Ocean Pines, MD
STIFEL
George Athas Jr. brings 33 years of experience and is based in Ocean Pines, MD, making him well-equipped to address estate and inheritance tax concerns specific to Maryland. Affiliated with Stifel, a large firm serving diverse clients and using a proprietary investment methodology, he offers a structured approach to retirement and income planning that may differ from smaller or less specialized advisors nearby.
Experience: 33 years
Avg account: $773,556
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Steven R
Series 66
Easton, MD
Truist Advisory Services
Steven Ringer's experience at Truist Advisory Services, a large SEC-registered firm, equips him to address complex financial needs including estate planning considerations relevant to Maryland's tax system. His expertise in retirement income strategy and active portfolio management, combined with a 2.25% AUM fee, distinguishes him from others by offering integrated investment solutions supported by extensive research and collaboration within a large financial institution.
Experience: 0 years
Avg account: $560,278
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Joseph J
Series 63, Series 65
Ocean Pines, MD
LPL Financial
Joseph Jaszemski in Ocean Pines, MD, offers 12 years of experience with LPL Financial, a large firm known for diverse investment solutions and in-house research. His expertise includes wealth management and tax-loss harvesting, supported by flat-fee financial planning options, which may appeal to clients seeking transparent fees and comprehensive strategies for estate and inheritance tax considerations in Maryland.
Experience: 12 years
Avg account: $399,489
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Daniel C
CFP®, Series 63
Ocean Pines, MD
Private Advisor Group, LLC
Daniel Crocker brings 36 years of experience and CFP® certification, making him well-equipped to navigate Maryland's estate and inheritance tax complexities for clients in Ocean Pines, MD. Affiliated with Private Advisor Group, LLC and LPL Financial, he offers flat-fee and negotiable AUM pricing, supported by a large firm's research resources, which may appeal to high-net-worth households seeking comprehensive investment solutions.
Experience: 36 years
Avg account: $303,047
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