Best Financial Advisors in Baltimore, MD

20 firms listed · all 20 in Baltimore · 3 open weekends · 11 rated 4.5+ · 1 shows a license

Data verified October 26, 2026

Fresh Start Tax & Accounting

Fresh Start Tax & Accounting

4.9 49 reviews
“It felt good to know I had someone who actually knows what they are doing to take care of my very important business.”
BBB A+Since 2015FinancingPrices online
4414 Bayonne Ave
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Estabrook & Co

Estabrook & Co

4.5 9 reviews
“His Harford rd and Belair offices are very warm and welcoming and his staff has always treated me with total professionalism.”
Free phone consultationVirtual consultationsServes Baltimore metro areaSince 1996BBB A+
4904 Harford Rd Apt B
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Moshe Pelberg CPA

Moshe Pelberg CPA

4.3 1 review
“Not only is this accountant knowledgeable, he also spent time explaining to me the extra complications that had arisen with my taxes.”
Maryland CPA license #39346Serves central MarylandSince 2015Prices online
5906 Park Heights Ave #107-8
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WPG Financial Group

WPG Financial Group

4.6 9 reviews
“We've been with them for 25 years and are extremely pleased with our outcomes.”
6 attorneysSince 2005BBB A+
3600 O'Donnell St #860
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Northbrook Financial

Northbrook Financial

4.9 11 reviews
“If you're seeking more than just an accounting service—if you're looking for true financial partners who genuinely care about your success—Northbrook Financial is the firm to choose”
Since 2017
1340 Smith Ave #200
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Technomart Investment Advisors

Technomart Investment Advisors

5.0 2 reviews
“I have nothing but positive things to comment on in terms of what matters most which in my view is communication, and results.”
Since 1996
401 E Pratt St
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The 20 firms listed for Baltimore, MD provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Baltimore, MD

All 20 firms we list here are in Baltimore itself. We have 33 firms in Baltimore on file; this page shows the highest-rated 20. 14 of the firms on this page have a rating, from 4.0 to 5.0 across 209 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (77%) and value (68%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (2), tax services (2) and wealth management (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans. We have a website on file for 18 of the firms on this page; 12 publish a contact page; 12 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Baltimore take financial planning bookings online?

3 of the 20 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

The War Room

The War Room

4.9 15 reviews
“With in approximately 1 hour 3 winning trades with 13.”
Since 2020
14 W Mt Vernon Pl
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Diapers 2 Deposits

Diapers 2 Deposits

5.0 14 reviews
“You will quickly learn that she is passionate and knowledgeable about finances.”
Since 2021
1 W Overlea Ave Suite 1
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Brown Capital Management

Brown Capital Management

5.0 4 reviews
“When I have someone needing a financial planner I often refer to him because I know his hands on personality and his superior knowledge is the best.”
Since 1997
1201 N Calvert St
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Gann Partnership

Gann Partnership

4.2 4 reviews
“Greg also takes a more holistic view of the entire situation so instead of focusing on the narrow matter that he was hired to review he'll take a more consultative approach by potentially inquiring how X may impact Y.”
Since 1998
3 Church Ln
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Hausherr Advisory Services

Hausherr Advisory Services

Since 2013
713 Dunkirk Rd
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Patriot Capital

Patriot Capital

Since 2014
509 S Exeter St # 210
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Debtfreelife 365

Debtfreelife 365

5.0 5 reviews
“We were able to payoff our credit card debt and free up a extra $2000 a month to go toward paying off my student loans.”
2 E Wheeling St #102
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Atlas Sustainable Wealth

Atlas Sustainable Wealth

Since 2018Prices online
6695 Loch Hill Rd
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Prepare Financial Services

Prepare Financial Services

5.0 2 reviews
5406 Reisterstown Rd # 1
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Rowhouse Financial Partners

Rowhouse Financial Partners

Since 2023
711 W 40th St suite 362
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D F Dent

D F Dent

Since 1999
400 E Pratt St #720
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Be Efficient Life

Be Efficient Life

Since 2023
5510 Plymouth Rd
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Trasatti Wealth Planning

Trasatti Wealth Planning

Since 2007
1425 Patapsco St
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Cobblestone Wealth Management

Cobblestone Wealth Management

Since 2009
2 E Wheeling St
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HomeWealth Management AdvisorsMarylandBaltimore, MD

Why these companies made our list

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