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Finding the right financial planner can be a daunting task, especially with the plethora of options available in Maryland. This guide aims to make your search easier by highlighting some of the best financial planners in the state, complete with their contact information, services offered, and client reviews. We’ll also provide insights into their fee structures and unique features. Whether you’re looking for help with retirement planning, investment strategies, or overall financial management, these professionals are equipped to assist you.

Top Financial Planners in Maryland

1. Greenspring Advisors, LLC

Location:
One West Pennsylvania Avenue, Suite 500, Towson, MD 21204
Phone: 443-564-4600
Website: Greenspring Advisors
Social Media: LinkedIn

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Services Offered:

  • Wealth management
  • Financial planning
  • Retirement planning
  • Tax and estate planning
  • Business financial planning

Fee Structure:

  • Percentage of Assets Under Management (AUM)
  • Hourly charges
  • Subscription fees
  • Fixed fees

Client Reviews: Greenspring Advisors is highly praised for their client-first approach, stemming from their dissatisfaction with the commission-driven environment of large brokerage firms. They offer personalized financial plans and have a strong focus on asset allocation tailored to clients’ goals and risk tolerance.

2. WMS Partners, LLC

Location:
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
Phone: 410-337-7575
Website: WMS Partners
Social Media: LinkedIn

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Services Offered:

  • Investment management
  • Estate and tax planning
  • Insurance consulting
  • Private fund management

Fee Structure:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees

Client Reviews: Clients appreciate WMS Partners’ comprehensive approach, which classifies investments based on their function in portfolios. This method allows for a balanced strategy that can include stocks, bonds, mutual funds, ETFs, and private investment funds.

3. Harbor Investment Advisory, LLC

Location:
2330 W. Joppa Road, Suite 190, Lutherville, MD 21093
Phone: 443-279-2015
Website: Harbor Investment Advisory
Social Media: LinkedIn

Services Offered:

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  • Comprehensive financial planning
  • Investment management
  • Retirement planning

Fee Structure:

  • Percentage of AUM
  • Fixed fees

Client Reviews: Harbor Investment Advisory is known for its personalized service and a strong emphasis on long-term client relationships. Their advisors are dedicated to understanding the unique financial situations and goals of each client.

Detailed Table of Maryland Financial Planners

Firm Name Location Phone Website Services Offered Fee Structure Client Reviews
Greenspring Advisors, LLC One West Pennsylvania Avenue, Suite 500, Towson, MD 21204 443-564-4600 Greenspring Advisors Wealth management, Financial planning, Retirement planning, Tax and estate planning, Business financial planning Percentage of AUM, Hourly charges, Subscription fees, Fixed fees Client-first approach, strong focus on asset allocation tailored to clients’ goals and risk tolerance
WMS Partners, LLC Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204 410-337-7575 WMS Partners Investment management, Estate and tax planning, Insurance consulting, Private fund management Percentage of AUM, Fixed fees, Performance-based fees Comprehensive approach, balanced strategy including stocks, bonds, mutual funds, ETFs, and private investment funds
Harbor Investment Advisory, LLC 2330 W. Joppa Road, Suite 190, Lutherville, MD 21093 443-279-2015 Harbor Investment Advisory Comprehensive financial planning, Investment management, Retirement planning Percentage of AUM, Fixed fees Personalized service, emphasis on long-term client relationships

Why Consider a Financial Planner?

Financial planners can help you navigate complex financial landscapes, especially during significant life changes like marriage, the birth of a child, or retirement. They provide expertise in various areas such as investment strategies, tax planning, and retirement savings, ensuring that your financial future is secure.

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How to Choose the Right Financial Planner

When selecting a financial planner, consider their fee structure, services offered, and client reviews. It’s essential to choose someone who understands your financial goals and has a strategy that aligns with your needs. Also, ensure they are fiduciaries, meaning they are legally obligated to act in your best interest.

Conclusion

Maryland offers a range of top-notch financial planners who can provide tailored advice and strategies to meet your financial goals. Whether you’re looking for help with wealth management, retirement planning, or overall financial guidance, the firms listed above are among the best in the state.

For more detailed reviews and to find the perfect financial planner for your needs, check out their websites and social media pages.

Sources:

By taking the time to research and select the right financial planner, you can ensure a more secure and prosperous financial future. If you have any questions or need further assistance, don’t hesitate to reach out to these firms directly. Happy planning

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