Best Financial Advisors in Frederick, MD

The highest-rated Financial Planning & Wealth Management companies out of 166 vetted & reviewed in the Frederick area.

Faragalla & Associates

Faragalla & Associates

(44)
Services For Individuals, Business Services, Tax Services
“I am particularly appreciative of the advice and guidance given that has helped us take advantage of various programs and smartly deploy our financial resources to grow our business.”
In Business Since 1993
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
9099 Ridgefield Dr # 205, Frederick, MD
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B Speer CPA

B Speer CPA

(3)
Services For Individuals, Business Services, Industries
“They are an outstanding team that works hard to be sure they understand your business, how they need to support it, and have an amazing understand of all the tax codes and laws to be sure you are properly represented.”
In Business Since 2014
Licensed, BBB Rating: A+
Offers Financing Options
Accepts All Major Credit Cards
10 N Jefferson St #100, Frederick, MD
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Richard James & Associates

Richard James & Associates

(1)
“I've had my taxes done at many other places , and I rate this one as #1 very perfessional.”
In Business Since 2011
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts Check
5301 Buckeystown Pike suite 480-c, Frederick, MD
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KVP Cpas

KVP Cpas

(11)
Services For Individuals, Business Services, Bank Financing
“Thomas Profit has also been someone I have worked with for years, and I appreciate the fact that he answers the phone every time I call with a question and responds very quickly.”
In Business Since 1999
Transparent Fees & Pricing
Offers Financing Options
3528 Urbana Pike, Frederick, MD
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Lincoln Tax Professionals

Lincoln Tax Professionals

(16)
  • Team
  • Financial
  • Questions
“I'm an editor and writer whose working life—articles, books, scripts, manuscript doctoring, and what all else—generally has mixed full-time employment and freelance contracting, sometimes veering all the way into either category and then swerving bac...”
In Business Since 2004
5205 Chairmans Ct STE 204, Frederick, MD
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D Souza Financial Strategies

D Souza Financial Strategies

(1)
Financial Planning, Investment Management, Estate Planning
“She is non-judgmental as she carefully listens to my financial goals and helps me chart the course that is right for me.”
In Business Since 2009
Licensed, BBB Rating: A+
120 W Church St, Frederick, MD
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Plan2retire

Plan2retire

(13)
Retirement Planning, The Plan van, Virtual Meetings
“This summer he helped our oldest child, who just finished 1st year of college, set up their own Roth IRA to start investing some of their summer earnings for the future.”
In Business Since 2003
Remote Consultations Available
97 Thomas Johnson Dr Suite 201, Frederick, MD
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McCaskill Financial

McCaskill Financial

(9)
Financial Planning, Investments
“My family decided to move the management of our investments from one of those large multinational companies that recognize you only as an account number to the personalized service provided by Mc Caskill Financial in Frederick, Md.”
In Business Since 2018
Accepts All Major Credit Cards
220 W Patrick St, Frederick, MD
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Key Financial Group

Key Financial Group

Retirement Planning, Portfolio Analysis / Review, Investment Risk Assessment
“Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. We work with a select number of individuals, families, and businesses that prefer the personalized service and attention ...”
In Business Since 2016
Licensed, BBB Rating: A+
Family Business
25 N Court St, Frederick, MD
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Kokuis Consulting

Kokuis Consulting

(4)
  • Goals
“The Helpfulness and specific details to my questions were clear and concise outlining the process and places I can save money from, I Spoke with Miss Lashundra and she explained the process to assist me to reach my financial goal.”
In Business Since 2015
Transparent Fees & Pricing
5803 Oleander Pl Unit B, Frederick, MD
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Divorce Financial Solutions

Divorce Financial Solutions

(4)
Expert Witness Services, Divorce Financial Mediation, Divorce Pension Valuations
“Abandoned with 3 kids after a 25-year marriage, and only 2 years out from a cancer diagnosis, I went looking for an expert who could help me survive, protecting my financial future and that of my children.”
In Business Since 2011
5100 Buckeystown Pike # 250, Frederick, MD
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Bestgate Wealth Advisors

Bestgate Wealth Advisors

(8)
  • Tax
  • Knowledge
“While, ultimately, they were not able to accept me as a client at this time, Tim took all the time I needed to flush out my accounting situation and provide his insights and knowledge with no compensation or likelihood of recompense!”
In Business Since 2018
5100 Buckeystown Pike, Frederick, MD
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Veridian Capital Partners

Veridian Capital Partners

(2)
Asset and Investment Management, Financial Planning, Tax Strategies
“Since meeting Brian, I have learned to save money towards buying a home, effectively allocate money towards my retirement, sustainably pay off my debt, conservatively and safely invest money, while still leaving enough money available to do the thing...”
In Business Since 2021
7101 Guilford Dr STE 104, Frederick, MD
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Moore Wealth

Moore Wealth

Who We Serve, Wealth Management, Executive Services
“Moorewealthinc.com 50 Carroll Creek WaySuite 335Frederick,MD 21701301-631-1207 Financially Speaking From Shabri Planning and Management are the core tenants of what we do at Moore Wealth—-specifically…”
In Business Since 2016
Accepts All Major Credit Cards
50 Carroll Creek Way STE 335, Frederick, MD
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Kilner Capital Advisors

Kilner Capital Advisors

(2)
“They were good to my father when he was alive and they have been so very good to me”
In Business Since 2014
438 N Frederick Ave STE 465, Gaithersburg, MD
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Monocacy Wealth Management

Monocacy Wealth Management

(2)
“I am not yet a client of Monocracy Wealth but I had a unique retirement account / tax issue and he was the only financial professional who was willing to help me and provide me resources that I can turn to.”
In Business Since 2021
9099 Ridgefield Dr # 205, Frederick, MD
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Wealth Management Institute

Wealth Management Institute

(1)
“Has some excellent ideas on sustainable investments.”
In Business Since 2007
3534 Urbana Pike UNIT E, Frederick, MD
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Jeet Financial Services

Jeet Financial Services

(1)
“I really recommend them because they are affordable, experienced and professionals.”
In Business Since 2003
481 N Frederick Ave Suite 412, Gaithersburg, MD
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Katz Metzner Financial

Katz Metzner Financial

(1)
“They aren't afraid to dumb it down for someone like me who has little if an concept of how the financial world works beyond what I spend on Amazon.”
In Business Since 2019
331 S Jefferson St, Frederick, MD
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Murray Financial Group

Murray Financial Group

“Prior to joining Inspire, Dr. Davidson was the Chief Investment Officer (CIO) for Wells Fargo Private Bank, leading an investment team of over 400 professionals who managed more than $200 billion in assets. Prior to that, Dr. Davidson was the co-Foun...”
In Business Since 1999
CFP Certified
50 Carroll Creek Way # 240, Frederick, MD
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Kramer Wealth Managers

Kramer Wealth Managers

“Adrianna Rocha graduated with a Bachelor of Arts in Communication Studies from Gallaudet University in 2017. Before she joined our team, she worked in the customer service industry for nearly a decade. She excels in human-to-human relations and takes...”
In Business Since 2013
9099 Ridgefield Dr #101, Frederick, MD
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BMC Payroll Service

BMC Payroll Service

(3)
Accounting Services, Payroll Services, Personal Taxes
“For my type of business it has been very convenient because every pay period I can easily email their payroll department to provide employee hours worked or the specific amount I would like myself or another person to be paid.”
30+ Years Experience
295 Bucheimer Rd, Frederick, MD
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Dallavalle Financial

Dallavalle Financial

(1)
Fcms Market Commentary, Retirement, Insurance
“Very Knowledgeable and I highly recommend him!”
In Business Since 2020
7360 Guilford Dr #203, Frederick, MD
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Katz Metzner Financial

Katz Metzner Financial

(1)
Portfolio Management, Multigenerational Planning, Retirement Planning
“They aren't afraid to dumb it down for someone like me who has little if an concept of how the financial world works beyond what I spend on Amazon.”
In Business Since 1995
331 S Jefferson St, Frederick, MD
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Retirement Planning and Investment Management Services in Frederick, MD Cost Estimates

Minimum cost
$1110
Maximum cost
$9434
National Average
$3330
Avg Per Hour Rates
$333
$2220
$6105
Fair price range is based on 310 cost profiles
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Average Cost $3330
Minimum cost $1110
Maximum cost $9434
Avg Per Hour Rates $333

Fair range $2220 to $6105 is based on 310 cost profiles.

Why these companies made our list

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