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Top Rated Financial Advisors in Annapolis, Maryland

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Annapolis, Maryland is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Annapolis, Maryland with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Annapolis, Maryland near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.
CFM
Nilos T. Sakellariou, a financial fiduciary, provides financial services to clients in the Annapolis, Maryland area. Nilos holds a CFM certification. Nilos has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Risk Management
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Jeffrey Cardozo

Scarborough Capital Management
CFP®
Jeffrey Cardozo, a financial fiduciary, provides financial services to clients in the Annapolis, Maryland area. Jeffrey holds a CFP® certification. Jeffrey has over 6 years of experience.

Additional Information:

Years of Experience:
6 Years

    Name(s) of Custodian(s):
    Charles Schwab & Co.

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Jonathan Szostek

Scarborough Capital Management
CFP®,AIF®,RICP®,CRPC®,ChFEBCSM
Jonathan Szostek, a financial fiduciary, provides financial services to clients in the Annapolis, Maryland area. Jonathan holds a CFP®,AIF®,RICP®,CRPC®,ChFEBCSM certification. Jonathan has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Name(s) of Custodian(s):
    Charles Schwab & Co.

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Scarborough Capital Management

Scarborough Capital Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Annapolis, Maryland area.

Additional Information:

    Name(s) of Custodian(s):
    Charles Schwab & Co.

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Doug Miller J.D.

Northwestern Mutual
CFP®, CLU®
Doug Miller J.D., a financial fiduciary, provides financial services to clients in the Ellicott City, Maryland area. Doug holds a CFP®, CLU® certification. Doug has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Mark Standard

Ubs
Mark Standard, a financial fiduciary, provides financial services to clients in the Washington, District of Columbia area. Mark has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Highlander Financial Group

Highlander Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Baltimore, Maryland area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Adam Paffenroth

Cornerstone Private Wealth Planning
CFP®, ChFC®
Adam Paffenroth, a financial fiduciary, provides financial services to clients in the Alexandria, Virginia area. Adam holds a CFP®, ChFC® certification. Adam has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Michael T. Jobe

Glover Park Wealth Management, LLC
Michael T. Jobe, a financial fiduciary, provides financial services to clients in the Washington, District of Columbia area. Michael has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & Co., Inc.

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David Middleton

Middleton Advisory
CFP®, AIF®
David Middleton, a financial fiduciary, provides financial services to clients in the Bethesda, Maryland area. David holds a CFP®, AIF® certification. David has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Geoffrey Burroughs

Harbor Investment Advisory
CFP®, Financial Planning Specialist, CDFA®
Geoffrey Burroughs, a financial fiduciary, provides financial services to clients in the Lutherville, Maryland area. Geoffrey holds a CFP®, Financial Planning Specialist, CDFA® certification. Geoffrey has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Name(s) of Custodian(s):
    Pershing LLC

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Bryan Beatty

Egan, Berger and Weiner, LLC
Accredited Investment Fiduciary® (AIF), CFP®
Bryan Beatty, a financial fiduciary, provides financial services to clients in the Vienna, Virginia area. Bryan holds a Accredited Investment Fiduciary® (AIF), CFP® certification. Bryan has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Name(s) of Custodian(s):
    Pershing

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Vienna, Virginia area.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Schwab, TD Ameritrade, Fidelity

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