Financial Advisors in Easton, Maryland (Talbot County)

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

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

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

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

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

Rianka Dorsainvil, CFP

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

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

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

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.
... 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

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