Financial Advisors in Towson, Maryland (Baltimore County)

Chad Norfolk, AIF, CFP
WMS Partners is a comprehensive multi-family office, investment advisory and financial planning firm based in Towson, MD. As the chief financial officer for our clients, we are the central point and advocate for their financial affairs. We create a partnership with each client based upon mutual respect and a shared value system. We take a proactive approach with our clients' team of advisors to develop customized action plans that are well coordinated for the family's best interests. WMS Partners has been entrusted with over $3 billion in assets and has a team of more than forty professionals serving our clients' financial objectives.
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Molly Burton, CFP
Greenspring Wealth Management is a fee-only financial planning and private money management firm located in Towson, Maryland. Our Private Client Group primarily works with individuals and families with a portfolio value of $500,000 and above who engage us to provide Financial Planning and comprehensive Wealth Management Services. Our Institutional Services Group provides Independent Fiduciary Services to retirement plan trustees who generally oversee plan assets between $5 million and $100 million.... See More

Nancy Bryant, AIF, CFP, MBA
We offer customized, comprehensive financial planning services and investment management. in a "high touch" manner.
We customize every client's investment plan to fit their needs, goals and circumstances. Financial planning services are provided so that all the areas that affect our clients' finanical lives are analyzed thoroughly and recommendations are crafted to assist clients in building and using their wealth wisely. Monitoring and updating the plan is an integral part of the services provided, so we meet with clients on an ongoing basis.
We specialize in working with women, widows and business owners as well as pre-retirement and post-retirement couples.
If you visit our website, you will find a fee schedule for the different level of services we provide.... See More

Ben Waller, CFA, CFP
WBH Advisory is a fee-only Registered Investment Advisor with over $550 million in assets under management. Operating in Baltimore since 1986, WBH offers to provide clients with targeted financial planning and client centered investment management services. Our goal at WBH is to alleviate the stress that often comes with financial decision-making by giving clients the knowledge and support to make informed, confident choices.
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Tim Baker, CFP
A Prescription for Financial Freedom.
Script Financial is a fee-only financial planning firm dedicated to help pharmacists and young professionals meet their financial goals. I look for clients who are seeking a long term relationship, who are eager to learn and want to be coached. If you are a young professional, a pharmacist or about to become one, we should work together!... See More

Investors have diverse needs, objectives and risk tolerances. Horan Capital Management offers custom-tailored portfolios, including asset allocation, fixed income and equity only strategies that help to meet our clients’ goals. Regardless of approach however, the bedrock of all of the strategies we provide is a disciplined, time-tested, intrinsic value-conscious investment selection process.

Fundamental to this approach is that we look at each investment through the eyes of a business owner, evaluating opportunities individually based on long run potential. Our team looks at investment ideas from a bottoms-up perspective, paying particular attention to business quality, price and investment-specific risks. By paying strict attention to quality and price, we believe we can best serve to protect and grow client capital.

Horan Capital Management has received national third party recommendations and endorsements in the following publications:

Financial Advisor's Top RIA Survey Financial Magazine (2007, 2008), Barron's Top 100 Financial Advisors Barrons Magazine (2007), Bloomberg Wealth Manager Magazine, Top Dog List: 2003, 2004, 2005, 2006, 2007, 2008, Top 250 Financial Advisors in America, Worth Magazine (1998, 1999, 2001),The Up and Comers - Top 25 emerging Investment-advisory firms Forbes.com (2008)... See More

ReFrame Financial Planning is on a mission to shift the mindset around financial planning and “traditional” retirement. We help those who are thinking about an encore phase to re-imagine and design the second half of their lives.

As fee-only financial planners, we start with you. Your values, passions and purpose. Together, we unleash the possibilities of your next chapter.... See More

Michael Welsh, CFP, CPA/PFS
Welsh Financial & Accounting Services, LLC specializes in providing comprehensive personal financial planning on a fee-only basis. We also provide personal financial planning for specific events such as retirement & pension distribution options. Also, we offer annual financial checkups and tax planning to our clients. We do not provide the advisory service "assets under management" (usually a percent of client's investments) because we believe that the fees charged for this services will greatly reduce the client's net worth over time while investment advice and guidance can be provided in a more cost effective manner to the client through constant financial checkups and education.... See More

Mark Stinson, CFP, CPA, MBA
Areas of specialty include planning for retirement, mid-life marriage, life transitions, value investing, managing safe withdrawals for lifetime income and working with small business owners. Our minimum is $1,000,000 in investable assets.
2016 - Top Money Advisors, Washingtonian Magazine 2016 - Five Star Wealth Manager, Baltimore Magazine; 2015 - Best Financial Advisors; Medical Economics Please visit our website for more information and to sign up for our Insights and News.... See More

Thad Ismart, CFP
Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm providing objective advice since 1986.
BFWA integrates investment management, retirement and estate planning, and tax services so you can rest easy and enjoy your money.
We work with families and individuals in a comfortable Fee-Only setting free of commissions and undisclosed conflicts of interest.... See More

Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.
With 13 years in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, and insurance protection, with a special interest in assisting public sector employees. He is the author of "Total Compensation: A Practical Guide to Federal Employee Benefits", has contributed articles to Maryland Banking Blog, and Fedsmith. He has been quoted or appeared on financial planning news articles at Dailyfinance, The Street dot com and Fox Business, What's Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, and on Michael Hodes Estate Planning radio show.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Certified in Long Term Care (CLTC). He also holds his FINRA Series 7, and 66 registrations.

Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is member of the Maryland Financial Planning Association and participates on their communications committee, and is on the marketing committee of the West County Chamber of Commerce. Through the FPA's speaker's bureau he spoke in 2014 on federal employee benefits to the organization's members and also at the Library of Congress for federal employees. Recently he also participated in the Maryland FPA's Money Power Day in Baltimore, MD by offering pro bono one on one planning sessions.

His profile as a financial planner is featured at wiser advisor dot com, the CFP board's lets make a plan dot org site, nerd wallet dot com, and Brightscopedot com. He has been interviewed as a featured author at Business info guide.
Brian graduated from Towson University with a B.S. in Business Administration and a minor in English. He lives with his wife Merin and their daughters, Charlotte and Caroline in Odenton, MD.

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC.... See More

At JSK Financial Services, we hold ourselves to a higher standard.

We are fiduciaries for our clients and always look to put their needs first - not ours. By using a financial planning approach, providing flexibility to work with other advisors, having an open architecture, and charging fees for services (as opposed to sales), we are confident our clients’ needs will be met in an objective and thoughtful manner. We’ve gone out of our way to join organizations and partner with other firms that have the same commitment and philosophy.

We are a financial planning firm committed to to providing you with unbiased and independent advise along with the highest level of service at fair and reasonable cost.... 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

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

Rianka Dorsainvil, CFP