Financial Advisors in Annapolis, Maryland (Anne Arundel County)

Debra Gallant, BA, CFP, ChFC, CRPC, MA, RLP
At Gallant Financial Planning, I strive to do things differently than most advisors. Through financial life planning and wealth management, I aim to help you create a financial roadmap that addresses all pieces of your financial puzzle, from your stresses and fears to your values and dreams. Two of the many ways my firm is different than many is that Gallant Financial Planning is an independent, fee-only Registered Investment Advisor (RIA). As a RIA, I act with the highest level of fiduciary care, putting your needs above all else. I avoid conflicts of interest so you can feel confident that I'm always providing unbiased recommendations and objective advice. With a fully transparent fee structure, you always know what you are paying. I conduct my business under a fiduciary duty and am held to strict codes of professional and ethical conduct. By working with a fee-only RIA firm, you can feel more confident knowing your best interests always come first. I primarily serve federal employees and other professionals, especially those who are about to make a retirement decision. Often, my clients are “middle-class millionaires.” They include folks trying to juggle saving for college and retirement at the same time, those receiving an inheritance and don't know how to maximize their new resources, as well as widows and single women who want someone on their “team” to look out for their best interests. I am always happy to meet with people who are interested in learning about how they may benefit from financial life planning. Whether you're looking for a new financial partner or have yet to start the journey with an advisor, I encourage you to reach out to me for a no-obligation conversation. To learn more, email me at or call .... See More

Jay Levin, BS, CFP, MBA
Fee only financial planning and investment management for individuals and small businesses. Financial planning focuses on helping our clients make important financial decisions about retirement and funding their children's college education. IPA's investment management approach applies the time tested principals of broad diversification, no market timing, low expenses and taxation, high quality no load mutual funds, rebalancing and patience. ... See More

Robert Sinsheimer, CFP, CPA, MBA
Thomas B. Conway, JD CFP® AEP® CTFA® CIMA® CPWA® AIF® CLU® RICP® CRC® CPO® is a CERTIFIED FINANCIAL PLANNER™ with top credentials and deep cross-disciplinary expertise offering professional planning services for a flat fee without a requirement of assets under management (AUM). He is an attorney with a practice concentration in personal finance and investing, retirement planning and estate planning. He is the President, Founder and Managing Member of the Connemara Group, LLC (www.connemara.com), with principal offices in Rockville, Maryland and meeting locations in Washington, DC (Willard Office Building) and Northern Virginia.
Connemara is relatively unique in that it provides highly qualified professional planning services using cutting-edge technology for a flat fee without a requirement that clients relinquish control over their investment portfolios in exchange for ongoing asset management fees. Clients are given specific investment recommendations with supporting research using low-cost traditional open end mutual funds (active and passive) and exchange traded funds (ETFs) using Vanguard or Fidelity as custodian. Periodic follow-up reviews are then scheduled as needed. Most clients are professionals and executives (public, private and not-for-profit) nearing or in retirement. Other clients are mid-career professionals and rising executives. Still others are affluent young professionals. A practice niche involves serving wealthy international families and families of significant inherited wealth.



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Fred Cornelius, CFA, CFP
In order to maintain our low client-advisor ratio and superior service, our minimum investable assets for new accounts is $1,000,000. For 25 years, Burt Wealth Advisors, has served as a trusted partner to individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. The Power of a Holistic Approach Our comprehensive approach is designed to create a plan that achieves your near- and longer-term goals, whether you are seeking fundamental investment management, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.When crafting an integrated wealth management plan, we offer expertise in:Financial planningTax planningRetirement income planningInter-generational wealth transferEstate planningPhilanthropy What Makes Us DifferentWe’ve had the privilege of working with individuals and families often over multiple generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm. Client Centered: Our advisors are focused on their clients and their personal financial situations. As Fee-Only advisors, we are committed to carefully recommending a prudent course of action that is strictly in the best interests of our clients.Market Knowledge: Since 1985, we have provided wealth management for clients through a wide range of market conditions. Our track record and experience through the... See More

Ivy League Financial Advisors LLC provides comprehensive financial planning and investment advisory services on a “Fee-Only” basis to individuals and small businesses. Mr. Brown specializes in retirement planning, investment management, college planning, estate planning, and planning for small business owners.

Ivy League Financial Advisors LLC is compensated solely by its clients and does not receive commissions based on the sale of any investment or insurance product. In addition, the firm does not accept referral fees.

Mr. Brown is a Certified Financial Planner (CFP®) licensee, having completed his coursework from the College for Financial Planning in Denver, Colorado. He holds a B.A degree in Economics and a B.S. degree in Operations Research and Industrial Engineering from Cornell University. He also holds a Masters of Business Administration (MBA) Degree from the Amos Tuck School of Business Administration at Dartmouth College, repeatedly ranked by both the Wall Street Journal and Forbes Magazine as the country’s best business school. Mr. Brown is also a former instructor with the College for Financial Planning. In addition, he has received the designation of Accredited Investment FiduciaryTM (AIF®) from the Center for Fiduciary Studies.

Mr. Brown is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), the “Fee-Only” financial planning association. He is one of approximately 1,200 NAPFA-Registered Financial Advisors® nationwide. NAPFA and Fee-Only Financial Planning have been endorsed by organizations such as the AARP, the Consumer Federation of America, Jane Bryant Quinn of Newsweek, Kiplinger’s Personal Finance magazine, Money magazine, and former SEC Chairman, Arthur Levitt. Mr. Brown was co-chair of the 2002 NAPFA Northeast/Mid-Atlantic Regional Conference held in Baltimore, Maryland. He has also headed NAPFA’s partnership with Kiplinger’s Personal Finance magazine to bring retirement help to consumers in Kiplinger’s annual “JumpStart Your Retirement Days”. Since 2004, over 20,000 consumers received objective advice from NAPFA-Registered Financial Advisors® working through this initiative.

Mr. Brown has been quoted in numerous publications including the Washington Post, the Washington Post Magazine, Kiplinger’s Personal Finance Magazine, Money Magazine, BusinessWeek Magazine, the Baltimore Sun, Mutual Funds magazine, Forbes on-line, and Investment Advisor magazine. In December 2002 and again in January 2009, he was named by Washingtonian Magazine as a financial advisor you can “Trust with Your Money”.... See More

Ken Diehl, BS, CFP, CPA
Cornerstone Financial Planning, Inc. provides comprehensive, fee-only financial planning services that cover all aspects of a client's financial life. Strategies and recommendations include coverage in the following areas:· Retirement Planning · Insurance Reviews · Tax Planning · Cash Flow Management · Investment Planning · Estate Planning We then help clients implement the strategies and recommendations developed.... 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

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

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