Financial Advisors in Fulton, Maryland (Howard County)

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

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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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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Ben Brown, CFP, EA
Entelechy is a financial life planning & investment management company. Our mission is to help people use money as a tool to realize life goals and reach their full potential.
No sales. No minimums. No hidden fees.
We focus on three core offerings provided as separate and distinct services.
Comprehensive Financial Planning
An ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ for a flat annual fee, paid monthly or quarterly. Comprehensive planning means we'll cover all the bases, from your initial plan and goal setting, to optimizing your cash flow, insurance, estate & tax planning, and much more. With regular check-ins to make sure you're on track and unlimited support, we're your collaborative partner in every decision that might be remotely related to money throughout the year.
Investment Management
Tailor-made investment portfolios based on your individual goals, time horizons, risk tolerance, and liquidity needs. No commissions. No nonsense. No trying to beat or time the market. We'll regularly rebalance your account, take advantage of tax-loss harvesting opportunities to save you money on your tax return, handle all cash management, and manage your portfolio with an approach backed by decades of academic research. All for one simple fee.
Financial Planning Projects
One-time engagements designed for those that aren't yet ready for an ongoing relationship. Projects can involve answers to a few specific questions, or help with a specific task like optimizing your employee benefits. A detailed write-up of all recommendations is included at the end of the project, with one simple fee based on project scope and complexity.... 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

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

David Hofstad, AIF, CFP, CPA, EA, MA, MS

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

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

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