Financial Advisors in Baltimore, Maryland (Baltimore County)

Steven Jefferys, CFA, CFP, MBA
Arch Financial Advisors, LLC is an independent, fee-only registered investment advisor (RIA) located in Bethesda, MD. As an RIA, the firm has a legal and fiduciary obligation to put their client's interest first. The firm was founded by Steve Jefferys, CFA, CFP(R), to provide financial planning and investment management services to individuals and families looking for unbiased financial advice.... See More

Eliot Simon, BA, CFP
Garnet Group provides sound, unbiased advice on everything that touches your financial life. To provide the best possible service to our clients we:learn about your financial priorities and help to refine your goals and resolve conflicting objectives;thoroughly evaluate opportunities to clearly frame possible courses of action;manage your investment assets using time-tested, coherent investment strategies geared to your risk tolerance;ensure that your plans are supported by appropriate insurance and estate planning; coordinate with your other advisors to ensure that all of your planning is aligned with your priorities;offer proactive advice in response to changes in the financial world as well as respond to changes in your situation and life. We are committed to helping our clients make the most of their financial life. We work to simplify complicated financial matters and determine the best course for you. By working with Garnet Group you receive seamless, comprehensive advice allowing you to concentrate on other facets of your life.
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James McGrath, CFP, CLU, CPA
Financial Strategies was founded in 1984 on the premise that taxes were an integral part of the Financial Planning and Investment Advisory practice. Realizing that very few Planners were providing integrated Tax services, Jim McGrath started incorporating tax planning and preparation for one fee for all of his Advisory clients.
We currently use the groundbreaking Investment philosophies of Dimensional Fund Advisors (DFA) to create the bulk of our client portfolios. DFA funds are only available through a limited, very selective group of Advisors, who have undergone additional, DFA sponsored education.
When Jim joined NAPFA in 2004, he was one of six NAPFA Registered Planners with the credentials of CPA, CFP and CLU.
We currently offer a free, 30 to 45 minute initial meeting for those considering Investment Advisory services. For those who are looking for more immediate answers to their questions, we provide a "Two Hour Tuneup" as a way for a review of your most pressing concerns.
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We are an employee-owned, independent, fiduciary firm offering clients personalized investment plans and comprehensive financial planning services. We provide investment management, portfolio allocation, financial planning, and insurance.

Wendy Moyers, CDFA, CFP

Fee Only Asset Management. Our 20 year old firm has been serving the Washington Metropolitan Area with credentialed , unconfliced advice from a team of CFA's and CFP's. We carry no brokerage licenses and represent no product. Forbes listed us in October, 2008 as one of their choices for Fee Only management.... See More

The Family Firm provides Fee Only (independent) financial advisory services to individuals and families primarily in the Washington, DC Metro area, including Maryland and Virginia.
Our services are designed to help you achieve and maintain financial independence, at a price that is affordable. This has been our sole mission for the more than twenty years we've been in business.... See More

Offering fee only financial planning and asset management. We sell no products. We work for our clients.

Jaime Quiros, CFP
FBB Capital Partners provides wealth management, investment and financial planning services to a select group of financially established private clients and institutions in the Washington DC area and nationwide. FBB has been helping clients grow and sustain wealth for more than 25 years.
We are an independent wealth management firm serving as trusted partner to affluent individuals, families, foundations and endowments.
Our highly personalized, consultative approach lets us better understand our clients' financial goals, while our team of investment professionals and planning experts provides our clients with the sophisticated, objective advice they deserve.
Over more than two decades we have built the firm into an organization capable of serving our clients' needs for generations to come. As a fiduciary, we are held to the highest industry standards of trust and confidence, and act with undivided loyalty to our clients. As an employee-owned firm, we offer independent thinking, free from the constraints of corporate interests. And as a fee-only advisor, we avoid the conflicts of interest inherent in brokerage and certain other financial advisory arrangements.
Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client's financial team. What sets up apart is our flexibility in structuring portfolios and the level of attention we offer our clients. We do not force our clients into one-size-fits-all portfolios, but instead tailor each portfolio to the client's unique goals, risk preferences, time frame and tax situation. We also work extensively with our clients' other advisors, such as tax professionals and estate-planning attorneys.
Through dedicated teamwork - as true financial partners - we aim to exceed the expectations of our valued clients.... See More