Best Financial Advisors in Frederick, MD

24 firms listed · 22 in Frederick · 1 open weekends · 17 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Higher Ground Financial Group

Higher Ground Financial Group

(50)
  • Information
  • Knowledge
  • Team
“They clearly care about their client's interests, take the time to listen to their client's concerns, ask effective questions, and in the end provide outstanding financial guidance and advice designed to meet their clients needs.”
In Business Since 2001
Licensed
Remote Consultations Available
Family Business
5970 Frederick Crossing Ln Suite 100, Frederick, MD
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Lincoln Tax Professionals

Lincoln Tax Professionals

(16)
  • Team
  • Interest
  • School
“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)
“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 2007
BBB Rating: A+
120 W Church St, Frederick, MD
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Bestgate Wealth Advisors

Bestgate Wealth Advisors

(15)
  • Tax
  • Team
  • Accounting
“Besides providing excellent investment returns, they work with me to be sure I have checked all the boxes on estate planning, offer great suggestions and guidance on issues such as Roth conversions, carefully consider tax issues when making investmen...”
In Business Since 2018
5100 Buckeystown Pike, Frederick, MD
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Plan2retire

Plan2retire

(13)
  • Team
“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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Divorce Financial Solutions

Divorce Financial Solutions

(4)
“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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The 24 firms listed for Frederick, 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: Frederick, MD

Of the 24 firms we list here, 22 are in Frederick itself and 2 come from Gaithersburg (23 mi). 17 of the firms on this page have a rating, from 4.5 to 5.0 across 144 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (83%) and quality (71%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (6), estate planning (5), financial planning (5), risk management (3) and accounting services (2). 3 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 31 years. 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 16 list a public email and 5 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.

Why are financial advisers outside Frederick listed here?

22 of the 24 firms are located in Frederick. The others come from other towns within 35 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Key Financial Group

Key Financial Group

In Business Since 2014
Licensed
Family Business
25 N Court St, Frederick, MD
i
Veridian Capital Partners

Veridian Capital Partners

(2)
“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

In Business Since 2015
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
Gaithersburg, MD · 23 mi from Frederick
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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
Gaithersburg, MD · 23 mi from Frederick
i
Murray Financial Group

Murray Financial Group

In Business Since 1997
Licensed
50 Carroll Creek Way # 240, Frederick, MD
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Kramer Wealth Managers

Kramer Wealth Managers

In Business Since 2013
9099 Ridgefield Dr #101, Frederick, MD
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McCaskill Financial

McCaskill Financial

(9)
  • Management
  • Company
“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 2015
Accepts All Major Credit Cards
220 W Patrick St, Frederick, MD
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BMC Payroll Service

BMC Payroll Service

(2)
“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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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 1995
331 S Jefferson St, 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
149 W Patrick St, Frederick, MD
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Monocacy Wealth Management

Monocacy Wealth Management

(1)
“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
i
Moore Financial

Moore Financial

In Business Since 2022
Free Initial Consultation
8118 Overlook Dr, Frederick, MD
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Norberg Wealth Management

Norberg Wealth Management

In Business Since 2023
420 W Patrick St, Frederick, MD
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Truesense Wealth Management

Truesense Wealth Management

In Business Since 2003
Free Initial Consultation
7360 Guilford Dr Ste. 200-B, Frederick, MD
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JLJ Financial

JLJ Financial

In Business Since 2013
11302 Daysville Rd, Frederick, MD
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Cooley & Associates

Cooley & Associates

In Business Since 1998
Accepts All Major Credit Cards
5970 Frederick Crossing Ln #200, Frederick, MD
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HomeWealth Management AdvisorsMarylandFrederick, MD

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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