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Find Retirement Planners for Retirement Planning in Annapolis, Maryland

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Annapolis, Maryland

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis,MD 21401

410-263-1313

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407 Suite 250

Annapolis,MD 21401

410-505-8466

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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway Suite 204

Columbia,MD 21045

410-740-0220

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Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton,MD 20759

443-986-9911

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive Suite 350

Silver Spring,MD 20904

301-563-9015

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road, Suite 901

Towson,MD 21204

410-823-0592

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David Middleton

Middleton Advisory

3 Bethesda Metro Center Suite 700

Bethesda,MD 20814

202-503-4015

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Scott Morrello

Edelman Financial Engines, LLC

1800 Diagonal Road Suite 480

Alexandria,VA 22314

703-991-1647

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville,MD 21093

410-659-8905

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive Suite 510

Bethesda,MD 20817

301-547-3169

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville,MD 20850

301-547-3166

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna,VA 22043

703-506-0843

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Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg,MD 20877

301-519-8016

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd. Suite 910

Tysons Corner,VA 22102

703-677-9729

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Jessie Doll

ReFrame Wealth

3251 Old Lee Highway Suite 502

Fairfax,VA 22030

571-895-2998

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Christy Martinich

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax,VA 22033

703-251-0149

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Bob Sargent

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza Suite 510

Ashburn,VA 20147

571-257-3821

List of Additional Retirement Planners in Annapolis, Maryland*

* Additional advisor listing is provided in partnership with Yext

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First Command Financial Advisor - Chuck Dixon

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Thomas Petty - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5888

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DTLR

2002 Annapolis Mall
Space 148

Annapolis, MD 21401
410-266-0541

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The Houser-Ford Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3209

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Michael J Weeks - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3244

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Premier Planning Group

115 West Street
Suite 400

Annapolis, MD 21401
443-837-2520

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Richard Weaver - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5805

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Scarborough Capital Management

1906 Towne Centre Blvd
#260

Annapolis, MD 21401
410-573-5700

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Charter Financial Group

1000 Bestgate Rd
Suite 300

Annapolis, MD 21401
410-987-3590

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First Command Financial Advisor - Marquita Hawkins

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Adair & Associates

888 Bestgate Rd
Suite 401

Annapolis, MD 21401
410-365-3447

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Crest Wealth Advisors

1125 West St. Suite 620

Annapolis, MD 21401
443-973-4901

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First Command Financial Advisor - Gretchen Butler

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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The Turnock Bonacci McCabe Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5834

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The Chesapeake Group - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2321

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Thomas Hutcheson - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5880

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Lisa Kittner - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5847

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Morgan Stanley Financial Advisors

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-268-5700

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First Command Financial Advisor - Art Gibb

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Glen Becker

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Jeremy Ball

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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First Command Financial Advisor - Swede Hansen

121 Cathedral Street
Suite 1B

Annapolis, MD 21401
410-263-8201

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Keith Manning Hendrick - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5810

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Jack M Sigler - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3230

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The Schenk Accinelli Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5825

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Frank Link - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5804

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The Weaver - McKee Group - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5809

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Janet McCabe - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5827

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John L. Ahearn III - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2301

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Beau Wilder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5877

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Stephen Frederick Owen III - UBS Financial Services Inc.

3 Park Place
Suite 300

Annapolis, MD 21401
410-260-2319

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Jim Snyder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
888-645-5344

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Steven Ford - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-972-3276

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Michael Schenk - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5803

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Jonathan Steele - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
888-645-5344

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Dan Snyder - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
888-645-5344

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Kevin Turnock - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5834

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Chris Accinelli - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5825

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Jeffrey McKee - Morgan Stanley

410 Severn Ave
Bldg B Ste 211

Annapolis, MD 21403
410-295-5809

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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