JD Farmer & Associates
“If you're seeking dedicated and reliable CPA services, this is a tax firm that takes pride in safeguarding you, your taxes and providing the best advice!”
Best Financial Advisors in Germantown, MD
15 firms listed · 6 in Germantown · 3 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Himanshu A Trivedi CPA
“Very effective in what he does, and makes tax filing extremely easy!”
Legacy Capital Planners
Peak Investment Advisors
Potomac Financial Consultants
MY Wealth Management
The 15 firms listed for Germantown, 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: Germantown, MD
Of the 15 firms we list here, 6 are in Germantown itself and 9 come from towns including Rockville (3, 9 mi), Gaithersburg (2, 4 mi) and Damascus (1, 5 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 345 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise responsiveness (91%), professionalism (86%) and quality (82%). The topics that come up most in reviews of the firms on this page are "attention to detail" and "knowledge". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), tax services (3), accounting services (2) and business services (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 4 offer a free initial consultation and 2 are family- or locally-owned. 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 firms listed for Germantown take financial planning bookings online?
4 of the 15 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.
Smith CPA & Associates
“This Jason and Jenn, consistently delivered spot-on assistance with lightning-fast response times.”
Quantum Financial Advisors
“If you want to learn from actual experience and have a good work ethic, this is the place for you.”
Elderlife Financial
“While the interest rate to the bridge loan is higher than wanted, it was much lower than doing a personal loan and the process is very easy.”
Jacques Financial
“We have used them for Financial and Estate Planning which is another thing that easily got put on the back-burner year after year until they helped us keep in check!”
Eric L Bach & Associates CPA
Rubino & Company
“Helped us through every stage of growth.”
Medallion Financial Group
“Would recommend to anyone in need of financial advice and investment.”
Potomac Wealth & Tax
“I started working with Michael around the time of the recent financial dip and he has helped my family stay true to our long term investment strategy even in a time when emotions tend to drive decisions.”
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CFO Restart
“The team at CFO Re Start has deep knowledge of government contracting accounting requirements and has guided us through implementing DCAA-compliant systems, passing yearly audits, and navigating complex tax situations.”
Why these companies made our list
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