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Financial 1 Tax
- Efficient
- Knowledge
- Season
“She's a highly intelligent, knowledgeable, and experienced financial expert, one who possesses a unique ability to communicate ideas in an easily understood manner.”
Best Financial Advisors in Columbia, MD
24 firms listed · 23 in Columbia · 1 open weekends · 18 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Harry C Hearn
- Understanding
- CPA
- Integrity
“I just finished signing our documents, and paid our invoices, and this is one of the first years I've felt this was just a huge weight off of my shoulders.”
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Baltimore-Washington Financial Advisors
- Management
- Financial Services
- Financial Advisory
“They have been in business for over 30 years and have a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals.”
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Drown Financial Services
“Great service”
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Shalini Gupta & Associates, PA
- Financial
- Future
- Planning
“SGA is the best thing that happened to our business as both Rajiv and Shalini are very pro active and help us with every aspect of the business you can think of and go that extra mile to give a hassle free experience.”
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Invested Advisory
“They provide more personalized and detailed oriented fiduciary services than I have ever experienced in my many years of working with various advisory firms.”
The 24 firms listed for Columbia, 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: Columbia, MD
Of the 24 firms we list here, 23 are in Columbia itself and 1 comes from Ellicott City (5 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 208 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), investment management (2) and tax planning (2). 1 shows a license on its website and 7 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 40 years. 1 offers remote or virtual consultations; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Columbia offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Etax Corporation
“They do great with accounting/taxes needs.”
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Athlon Wealth Advisors
“If whomever I'm speaking to doesn't have the answer, they find out from someone else in their highly trained staff.”
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Metropolitan Wealth Advisors
“Wealth Management Firm”
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Pointer Financial Advisors
“As someone who values financial security and prudent investment strategies, I can confidently say that my decision to work with Tim Mudd has been one of the best choices I've made for my financial well-being.”
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Peace of Mind Solutions
- Mom
“When I came to her with my situation with my Mom she was down to earth, grounded and most importantly, removed from the situation and could give unbiased advice.”
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CBC Retirement Partners
“This is a great company they help you get your finances in order would recommend this place.”
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Phoenix Private Wealth
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Tribridge Partners
“Very good building Pnc is in this building”
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Lowe & Associates Financial Services
“Provided us with summary letter including recommendations.”
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Capitol Metro Financial Services
“This place is great I have used them for years and they know what they are doing.”
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Premier Financial
“They communicated clearly throughout the process, were very professional, and assisted me with a complex matter.”
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Financial Planning & Management Center
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DAY Financial Group
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BFJ Financial Group
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Theus Wealth Advisors
“I was pleasantly impressed by J'Neanne; not only has she served our country, she has over an incredible track record of holistic financial planning that puts your needs first.”
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Brightworks Wealth Management
“Great people, great advice!”
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White Oak Wealth Management
“I went to them with a vague idea of what I wanted to do, and they came back to me with a detailed plan.”
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Wagener-Lee
Retirement Planning and Investment Management Services in Columbia, MD Cost Estimates
Minimum cost
$1168
Maximum cost
$9928
National Average
$3504
Avg Per Hour Rates
$351
$2336
$6424
Typical price range is based on 346 cost profiles
Why these companies made our list
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