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

(25)
Services For Individuals, Business Services, Tax Services
“Faragalla & Associates services are not only professional, but of a stellar quality with very helpful staff and speedy responses whenever we requested any documents or information.”
In Business Since 1993
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
9099 Ridgefield Dr # 205, Frederick, MD
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Lincoln Tax Professionals

Lincoln Tax Professionals

(15)
  • Team
  • Business
  • 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 2014
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
5205 Chairmans Ct Suite 204, 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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B Speer CPA

B Speer CPA

Services For Individuals, Business Services, Industries
“We are experienced in all matters of taxation, including but not limited to tax planning, tax preparation, IRS problem resolution, tax consulting, flow-through entities, estates and trusts, international taxes, and many other areas of taxation. We ca...”
In Business Since 2012
Licensed, BBB Rating: A+
Offers Financing Options
Accepts All Major Credit Cards
10 N Jefferson St Suite 100, 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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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 Suite 250, Frederick, MD
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Legacy Financial Associates

Legacy Financial Associates

(2)
“We were referred to them by others that felt the same way, and since working with them we have met others that do as well.”
In Business Since 1999
Transparent Fees & Pricing
149 W Patrick St, 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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Bestgate Wealth Advisors

Bestgate Wealth Advisors

(4)
“He's got me on path to an early retirement and I feel comfortable and at ease with him in my financial corner.”
In Business Since 2018
321 Ballenger Center Dr #202, Frederick, MD
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McCaskill Financial

McCaskill Financial

(3)
Financial Planning, Investments
“I have been a client of Mc Caskill for going on 20 years and they have guided me through the ups and downs of some volitle times.”
In Business Since 2018
Accepts All Major Credit Cards
220 W Patrick St, 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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KVP Cpas

KVP Cpas

(11)
  • Tax
  • Questions
“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 2001
3528 Urbana Pike, Frederick, 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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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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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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Murray Financial Group

Murray Financial Group

“Chris has been honored to interview nationally and internationally recognized guests, such as James Parker, former CEO of Southwest Airlines; Jonathan Tisch, CEO of Loew's Hotels; Sheila Bair, former chair of the FDIC; and Sir Kim Darroch, the United...”
In Business Since 1999
Licensed, BBB Rating: A+
50 Carroll Creek Way STE 240, 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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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 2005
120 W Church St, 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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Jeet Financial Services

Jeet Financial Services

“I really recommend them because they are affordable, experienced and professionals.”
In Business Since 2003
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
481 N Frederick Ave Suite 412, Gaithersburg, MD
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Monocacy Wealth Management

Monocacy Wealth Management

(1)
“I underwent a major life change recently and MWM really helped me to reorganize my finances and create an effective plan for me and my wife.”
In Business Since 2021
9099 Ridgefield Dr #205, Frederick, MD
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Cooley & Associates

Cooley & Associates

Accounting Services, Financial Planning, Tax Compliance & Planning
“By proactively identifying opportunities and through careful planning, our individual and business clients are able to reduce the amount of taxes they pay which helps achieve their financial goals.”
In Business Since 1998
Accepts All Major Credit Cards
5970 Frederick Crossing Ln #200, 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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