Best Financial Advisors in Timonium, MD

19 firms listed · all 19 in Timonium · 2 open weekends · 5 rated 4.5+ · 3 show a license

Data verified October 18, 2026

Diverse Financial Partners

Diverse Financial Partners

5.0 10 reviews
“They really do take the time to explain pretty complicated investment options, and discuss what's best for the short term and long term.”
LicensedSince 2017
1954 Greenspring Dr #700
i
Hart Wealth Strategies

Hart Wealth Strategies

4.6 9 reviews
“While working with Shawn for many years as my Financial Advisor, his knowledge, customer service, and professionalism are next level!”
Since 2016
1954 Greenspring Dr #700
i
Snyder Asset Management

Snyder Asset Management

5.0 6 reviews
“He always listens and is very pro-active in terms of his contact with me.”
Since 2016
1300 York Rd # 110
i
Capital Portfolio Management

Capital Portfolio Management

BBB A+Since 2013
9515 Deereco Rd #1010
i
Statonwalsh

Statonwalsh

Since 2019Prices online
108 W Timonium Rd #305
i
Tactical Financial Group

Tactical Financial Group

LicensedSince 2015
1954 Greenspring Dr #700
i

The 19 firms listed for Timonium, 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: Timonium, MD

All 19 firms we list here are in Timonium itself. 5 of the firms on this page have a rating, from 4.6 to 5.0 across 29 reviews. 2 are open on Saturdays and 1 on Sundays. 3 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 16 have ten or more years of experience, the longest 30 years. We have a website on file for all 19 of the firms on this page; 17 publish a contact page; 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Timonium take financial planning bookings online?

3 of the 19 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.

Paladino Financial Group

Paladino Financial Group

Since 2006
1954 Greenspring Dr # 500
i
Griffin Wealth Management

Griffin Wealth Management

CFP certifiedSince 1998
1954 Greenspring Dr Ste 350
i
Summer Financial

Summer Financial

Since 2001
1626 Bellona Ave
i
JLB Wealth Management Group

JLB Wealth Management Group

Since 2015
9515 Deereco Rd #208
i
Waypoint Wealth Management

Waypoint Wealth Management

Since 2010
9515 Deereco Rd #604
i
The Mirvis-Holmes Wealth Management Group

The Mirvis-Holmes Wealth Management Group

Since 2008
2350 W Joppa Rd
i
SOS Review

SOS Review

Since 2005
1301 York Rd Suite 303
i
Corbyn Investment Management

Corbyn Investment Management

Since 1996
2330 W Joppa Rd Suite 108
i
Melnick Rosenbaum Wealth Management

Melnick Rosenbaum Wealth Management

Since 2011
2330 W Joppa Rd Suite 195
i
Mid-Atlantic Wealth Advisors

Mid-Atlantic Wealth Advisors

LicensedSince 2017
1954 Greenspring Dr #515
i
JBA Financial Advisors

JBA Financial Advisors

Since 2009
30 E Padonia Rd Suite 301
i
Harbor Investment Advisory

Harbor Investment Advisory

Since 2009
2330 W Joppa Rd #160
i
Duncan Investment Partners

Duncan Investment Partners

Since 2013
108 W Timonium Rd #202
i
HomeWealth Management AdvisorsMarylandTimonium, MD

Why these companies made our list

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