Financial Advisors in Waldorf, Maryland (Charles County)

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

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

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

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

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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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

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