Financial Advisors in Ellicott City, Maryland (Howard County)

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.

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

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

Charles Ryan, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);We are dedicated to helping our clients build and maintain a firm financial foundation. We serve clients of all income and wealth levels. We have no minimums. Our services range from comprehensive financial planning to hourly "as needed" engagements.... See More

Patricia Currey, CEBS, CFP
Currey Financial was formed in 1999. Patricia L. Currey is sole owner and employee of Currey Financial Consulting, LLC. She has accumulated over thirty-five years' experience in personal financial and employee benefit issues.
Prospective clients may choose to focus on either financial planning or investment management concerns. ... See More

TAM Financial Advisors is an independent, fee-only financial planning firm. Our unique approach to risk management and risk reduction serves our clients well during these turbulent times. For wealth management clients with investable assets of at least $500,000 we create individualized portfolios of stocks, bonds and exchange-traded funds that minimize annual portfolio management costs.... See More

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

Comprehensive Financial Planning with a focus on Retirement planning and Retirement wealth distribution. Fee Only Registered Investment Advisor Registered Financial Consultant Hourly Per project or Assets under management fee structure

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