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Find Retirement Planners for Retirement Planning in Baltimore, 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 Baltimore, Maryland

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Nadira Deery

Creative Planning

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Baltimore,MD 20015
(703) 4831124

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson,MD 21204
(410) 8230614

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville,MD 21093
(410) 6598905

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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia,MD 21045
(410) 7400220

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Nasser Ali

Heritage Financial Consultants

307 International Circle
Suite 390

Hunt Valley,MD 21030
(410) 7715429

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Adam Schreiber, RICP

Mid-Atlantic Financial Group

303 International Dr
Suite 105

Hunt Valley,MD 21030
(443) 8862260

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Nilos T. Sakellariou, CFM

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis,MD 21401
(410) 2631313

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis,MD 21401
(410) 5058466

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David Polischeck

Creative Planning

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Hampstead,MD 21074
(410) 3875922

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Michelle Muhammed

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring,MD 20904
(301) 5639015

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Surendra Dave

Edelman Financial Engines, LLC

1 Research Court Suite 450

Rockville,MD 20850
(301) 5473166

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda,MD 20814
(202) 5034015

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda,MD 20817
(301) 5478195

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David Burgess

Creative Planning

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Arlington,VA 22205
(202) 7633629

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Jeremy Laughton

Creative Planning

7601 Lewinsville Rd. Suite 206

McLean,VA 22102
(703) 6214968

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Mark Cohen

Creative Planning

7601 Lewinsville Rd. Suite 206

McLean,VA 22102
(703) 8478900

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Weston Burnett

Creative Planning

7601 Lewinsville Rd. Suite 206

McLean,VA 22102
(703) 6214962

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Sean Connolly

Edelman Financial Engines, LLC

1750 Tysons Blvd.
Suite 910

Tysons Corner,VA 22102
(703) 6779729

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Mark Salow

Creative Planning

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Alexandria,VA 22314
(202) 7683754

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna,VA 22043
(703) 5060843

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Sean Wintz

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria,VA 22314
(703) 7054978

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Mark Kuniholm

Creative Planning

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Herndon,VA 20170
(703) 8592463

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Tim Goode

Edelman Financial Engines, LLC

4000 Legato Road
9th Floor

Fairfax,VA 22033
(703) 9915250

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Bob Sargent

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 510

Ashburn,VA 20147
(571) 2573821

List of Additional Retirement Planners in Baltimore, Maryland*

* Additional advisor listing is provided in partnership with Yext

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Jason E Chamberlain - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365328

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Traci Mitchell - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365318

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Bobby Wehman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365386

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Pamela Stevens - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763277

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Mitchell F. Ford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365308

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Thomas Edward Wetzler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365572

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Mark Namvary, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763292

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Susan Seifert - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763204

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Henry Slyker - Ameriprise Financial Services, LLC

100 International Dr
Ste 21200

Baltimore, MD 21202
4103086109

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James J Jacobson - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026401

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Robert B Broseker - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026454

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Gavin Rayburn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365322

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Andrew S Mogol - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026449

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Brady Gallagher - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4105597264

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Allstate Personal Financial Representative: Sharon Neighoff

3601 Annapolis Rd

Baltimore, MD 21227
4435409191

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Brian M Dunne - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365354

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DTLR

923 N Caroline St

Baltimore, MD 21205
4103426219

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DTLR

8200 Perry Hall Blvd
Space 2550

Baltimore, MD 21236
4109339204

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Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4108378800

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Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4104868010

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Andrew D Fink - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026459

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Lori Villegas - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365570

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Brett Clifford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365532

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Laura Almalel Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365568

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P. Justin Pearlstone - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763213

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John A. Mele - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365404

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Fraser Financial Partners

1909 Thames Street, Suite 201

Baltimore, MD 21231
4438351523

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Gann Partnership, LLC

3 Church Lane

Baltimore, MD 21208
4104155505

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Alison E. Canning - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365343

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The Cirelli Reilly Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365427

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The DeCapite Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365339

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William S Persons - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365345

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The Quarry Lake Group - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026433

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M Kent Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365389

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Dave Zirretta - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026418

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Shariden Consulting & Wealth Management, LLC

2300 Crabury Road

Baltimore, MD 21209
4435013059

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Cragg-Hagerty - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763214

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The CannonToohey Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763229

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Baltimore, MD Branch Office - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763283

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Allan D House - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365534

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Lester M Goodman - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026404

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The Gaige Lavallee Reed Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763287

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WeberMessick

1740 East Joppa Road
Suite 200

Baltimore, MD 21234
4109338811

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Palumbo Financial

1500 Bolton Street

Baltimore, MD 21217
4107612664

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James Cannon, CIMA, CPWA - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763215

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Sean Hagerty - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763252

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James Cragg - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763214

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Jamie W Ryan - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365352

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Humberto De Luigi - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763202

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Kevin Wesner - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763222

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Howard Wilner - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026415

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Bryan E Quackenbush - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365531

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William M Huhn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365358

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DEMUTH/DEMUTH - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365360

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Mark Schulze - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365393

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Nicholas Williams - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365396

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Philip C Boyer - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365384

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Ernest Christian Kiehne - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365394

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Philip Toohey, CIMA, CPWA - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763229

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Alan M Hess - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026447

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Stevens-Jamieson - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763272

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The Dennin Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365382

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Paul J Fallace - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365407

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Quantum Wealth Management - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763203

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Alexandra Jamieson, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763272

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Colin Mead - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365414

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Thomas C Kimmerle - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365432

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The Harbor East Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365396

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Gregory M Bell - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026400

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Bill Eberhart - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365566

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Theodore Waters III - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365413

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Kathleen J Shipley - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365370

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Avi Greenlinger - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026425

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Matthew Decapite - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365339

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The Wesner Investment Consulting Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763222

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Michael Phillips - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763268

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Alan Butler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365445

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Mark Altemus - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365317

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Michael Hinkelman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365364

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Craig D Flury - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365418

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Kurt Overton - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365335

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Gregory Hurlbrink - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365316

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John Wasilewski - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
4105763227

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Scott R Manning - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026414

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Jason A Parks - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026416

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Chris Glotzbach - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365348

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DTLR

2301 Liberty Heights Ave Upper Lvl

Baltimore, MD 21215
4102259400

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DTLR

300 W Lexington St

Baltimore, MD 21201
4107274717

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DTLR

6901 Security Blvd

Baltimore, MD 21244
4105940801

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DTLR

5126 Sinclair Ln

Baltimore, MD 21206
4104856881

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DTLR

1207 W Pratt St

Baltimore, MD 21223
4107520660

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Jason B Dudderar - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365425

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Michael J Walker - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365503

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H. Anderson Demuth - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365360

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Keith Collison - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365581

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Richard B Kelly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365347

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Christopher M Gable - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365409

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Geralyn Schroth - Morgan Stanley

2650 Quarry Lake Dr.
Suite 200

Baltimore, MD 21209
4106026419

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Martin F Domres - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365550

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Enver Majid - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365356

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Sumaiya Andaleeb - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365416

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DTLR

200 East Pratt St
Space 3045

Baltimore, MD 21202
4105280048

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Joseph C Cirelli - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365427

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DTLR

2241 Monument St

Baltimore, MD 21205
4103272328

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Kieren Reilly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365366

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Paul Gladkowski - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365410

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Holly A Tilford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365430

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Russell Phelps - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365506

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Clifford / Waters Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365532

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Richard E Armiger - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365412

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Luis Velez - Morgan Stanley

650 S. Exeter Street
Floor 11

Baltimore, MD 21202
4107365353

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W. Michael Dennin - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365382

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Jonathan N Davidov - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
4107365324

* 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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