Top financial advisors in Salisbury, 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 Salisbury, MD if you're navigating complex estate or inheritance tax rules, which are unique challenges in this state. Without expertise in these areas, you risk costly mistakes that could reduce what you pass on to heirs.
- Estate and inheritance tax knowledge. Confirm how they handle Maryland's dual tax system to protect your assets effectively.
- Experience with local regulations. Ask how they incorporate state-specific laws into your overall financial plan.
- Comprehensive wealth transfer planning. Look for advisors who consider both tax implications and family dynamics when advising on inheritances.
- Coordination with legal professionals. Ensure they work closely with estate attorneys to align financial and legal strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Daniel G
Series 66
Salisbury, MD
LPL Financial
Daniel Gardiner in Salisbury, MD, offers expertise in wealth management and retirement plans for business owners, supported by his Series 66 designation and three years of industry experience. Affiliated with LPL Financial, a large firm providing both advisory and brokerage services, he offers flat-fee financial planning and consulting, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 3 years
Avg account: $399,489
-
John D
Series 65
Salisbury, MD
Mass Mutual Investors Services
John Deysher Jr. offers expertise in general estate planning and multi-generational wealth transfer, making him well-suited for navigating Maryland's complex estate and inheritance tax rules. With 37 years of experience at a large firm, Mass Mutual Investors Services, he provides comprehensive financial planning and collaborates closely with clients through annual engagements, distinguishing him from advisors with less extensive firm resources or experience.
Experience: 37 years
Avg account: $249,379
-
Matthew D
CFP®, Series 63, Series 66
Salisbury, MD
Cetera
Matthew Danmyer, a CFP® with nine years of experience in Salisbury, MD, offers expertise in wealth management and tax-loss harvesting, which can be valuable for navigating Maryland's complex estate and inheritance tax rules. Affiliated with Cetera, a large firm serving diverse clients, he provides flexible fee structures including flat fees and hourly consulting, distinguishing him from advisors with more rigid pricing models.
Experience: 9 years
Avg account: $306,089
-
Dennis G
Series 63, Series 65
Salisbury, MD
Atlas Private Wealth Advisors
Dennis Grinestaff Jr. in Salisbury, MD, brings 26 years of experience and specializes in retirement income strategy and college savings plans, which can complement estate and inheritance tax planning. His firm, Atlas Private Wealth Advisors, manages $688 million in assets and offers flat-fee and negotiable hourly financial planning, providing flexible options compared to other advisors in the area.
Experience: 26 years
Avg account: $706,839
-
Jason E
Series 66
Salisbury, MD
Edward Jones
Jason Edwards in Salisbury, MD, offers expertise in charitable giving, retirement income strategy, and wealth management, supported by his Series 66 designation and experience at Edward Jones, a large firm with comprehensive wealth management services. His background as a former Medtronic employee and property owner adds practical insight, while Edward Jones provides various advisory strategies with a program fee up to 1.35% annually, distinguishing him from other local advisors.
Experience: 3 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Salisbury, 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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)