Top financial advisors in Rockville, 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.
You might seek a financial advisor in Rockville, MD if you're navigating complex estate or inheritance tax rules, which are unique challenges in Maryland. Without expertise in these areas, you risk costly mistakes that could reduce your heirs' inheritance or increase your tax burden.
- Estate and inheritance tax knowledge. Confirm how they handle Maryland's dual tax system to protect your assets effectively.
- Tax-efficient wealth transfer. Ask how they plan distributions to minimize taxes for your beneficiaries.
- Coordination with legal professionals. Ensure they work closely with your estate attorney to align financial and legal strategies.
- Experience with local regulations. Verify their familiarity with Maryland-specific tax laws and filing requirements to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephanie Y
Series 66
Rockville, MD
LPL Financial
Stephanie Yoingco's 18 years of experience and Series 66 designation equip her to navigate Rockville's complex estate and tax landscape, supported by LPL Financial's extensive resources and local expertise. Her flat-fee structure and focus on wealth management and tax-loss harvesting distinguish her from others, offering transparent pricing and specialized strategies for business owners and retirees.
Experience: 18 years
Avg account: $399,489
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Dana S
CFP®, PFS™, Series 63, Series 65
Rockville, MD
Glassman Wealth Services, LLC
Dana Sippel's 23 years of experience and CFP® and PFS™ credentials equip her to navigate Maryland's complex estate and inheritance tax landscape effectively. At Glassman Wealth Services, she offers flat-fee financial planning and serves high-net-worth clients with tailored portfolio strategies, including private investments, distinguishing her through a comprehensive, integrated approach to wealth management in Rockville, MD.
Experience: 24 years
Avg account: $6,854,207
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Lawrence R
Series 63, Series 65
Rockville, MD
Cetera
Lawrence Raigrodski's 26 years of experience and CPA background equip him to navigate Maryland's complex estate and inheritance tax rules effectively. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary services, he provides flat-fee financial planning and serves high earners approaching retirement, distinguishing him from advisors with different fee structures or client focuses.
Experience: 26 years
Avg account: $306,089
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David W
Series 66
Rockville, MD
Ameriprise
David Weinstein in Rockville, MD, specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement who need tax-smart withdrawal plans. With 26 years of experience at Ameriprise, a large firm offering comprehensive research and tax-efficiency analysis, he provides detailed written recommendations and personalized consulting, distinguishing him from advisors with less structured support.
Experience: 26 years
Avg account: $471,167
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Jamie L
CFP®, Series 63
Rockville, MD
RMG Advisors
Jamie Lapin's extensive 42 years of experience and CFP® certification equip him to navigate Maryland's complex estate and inheritance tax landscape effectively. Operating from Rockville, MD, he offers flat-fee financial planning and specializes in multi-generational wealth transfer and divorce financial planning, serving high-net-worth clients with a focus on federal employee retirement planning, distinguishing him from other local advisors.
Experience: 42 years
Avg account: $1,044,154
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