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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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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road, Suite 901

Towson,MD 21204

410-823-0592

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville,MD 21093

410-659-8905

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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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Jake Marcoux

Legacy Capital

300 Red Brook Blvd Suite 320

Owings Mills,MD 21131

240-643-2337

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Denika Tokunaga, MBA

Maven Wealth Management

P.O. Box 266

Fulton,MD 20759

443-986-9911

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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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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive Suite 350

Silver Spring,MD 20904

301-563-9015

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Casey Craig

Highlander Financial Group

7 Park Ave.

Gaithersburg,MD 20877

301-519-8016

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David Middleton

Middleton Advisory

3 Bethesda Metro Center Suite 700

Bethesda,MD 20814

202-503-4015

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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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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive Suite 510

Bethesda,MD 20817

301-547-3169

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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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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna,VA 22043

703-506-0843

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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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Jessie Doll

ReFrame Wealth

3251 Old Lee Highway Suite 502

Fairfax,VA 22030

571-895-2998

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Bob Sargent

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza Suite 510

Ashburn,VA 20147

571-257-3821

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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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Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike Suite 200

Chadds Ford,PA 19317

484-362-0263

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Andrew Rosen

Diversified, LLC

2200 Concord Pike Suite 104

Wilmington,DE 19803

302-765-3500

List of Additional Retirement Planners in Baltimore, Maryland*

* Additional advisor listing is provided in partnership with Yext

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Richard B Kelly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5347

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Christopher M Gable - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5409

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Thomas C Kimmerle - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5432

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Kathy J Shipley - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5370

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Laura Almalel Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5568

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Gavin Rayburn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5322

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Colin Mead - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5414

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The Harbor East Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5396

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The Cirelli Reilly Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5427

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DTLR

923 N Caroline St

Baltimore, MD 21205
410-342-6219

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DTLR

8200 Perry Hall Blvd
Space 2550

Baltimore, MD 21236
410-933-9204

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Jonathan N Davidov - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5324

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Bobby Wehman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5386

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Sean Hagerty - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3252

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Bryan E Quackenbush - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5531

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Richard E Armiger - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5412

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Joseph C Cirelli - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5427

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W. Michael Dennin - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5382

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Gann Partnership, LLC

3 Church Lane

Baltimore, MD 21208
410-415-5505

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Mark Altemus - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5317

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Jamie W Ryan - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5352

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Alan Butler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5445

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Traci Mitchell - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5318

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Max Levine - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5580

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The CWS Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5532

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Shariden Consulting & Wealth Management, LLC

2300 Crabury Road

Baltimore, MD 21209
443-501-3059

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Martin F Domres - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5550

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Kevin Wesner - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222

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Edward W. Ted Smith - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5374

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Nicholas Williams - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5396

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Jason Chamberlain - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5328

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Matthew J DeCapite - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5339

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WeberMessick

1740 East Joppa Road
Suite 200

Baltimore, MD 21234
410-933-8811

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Enver Majid - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5356

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Brian M Dunne - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5354

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

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

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Morgan Stanley Financial Advisors

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-837-8800

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The Wesner Investment Consulting Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3222

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Chris Glotzbach - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5348

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The Gaige Lavallee Reed Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3287

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Kieren Reilly - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5366

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H. Anderson Demuth - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5360

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James Adlam | Team Revolution Global

2833 Smith Ave 317

Baltimore, MD 21209
410-424-7203

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M Kent Strosnider - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5389

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Allan D House - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5534

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Lori Villegas - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5570

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William M Huhn - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5358

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DTLR

2301 Liberty Heights Ave Upper Lvl

Baltimore, MD 21215
410-225-9400

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DTLR

300 W Lexington St

Baltimore, MD 21201
410-727-4717

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Theodore Waters III - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5413

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DTLR

6901 Security Blvd

Baltimore, MD 21244
410-594-0801

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DTLR

5126 Sinclair Ln

Baltimore, MD 21206
410-485-6881

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DTLR

1207 W Pratt St

Baltimore, MD 21223
410-752-0660

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

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3215

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Mark Namvary, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3292

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Holly A Tilford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5430

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Stevens-Jamieson - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

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P. Justin Pearlstone - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3213

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DEMUTH/DEMUTH - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5360

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The CannonToohey Group - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3229

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DTLR

200 East Pratt St
Space 3045

Baltimore, MD 21202
410-528-0048

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DTLR

2241 Monument St

Baltimore, MD 21205
410-327-2328

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Philip C Boyer - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5384

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Alexandra Jamieson, CFP - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3272

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Susan Seifert - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3204

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Humberto De Luigi - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3202

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Baltimore, MD Branch Office - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3283

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Luis Velez - Morgan Stanley

2330 W Joppa Road
Ste 255

Baltimore, MD 21202
410-736-5353

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John A. Mele - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5404

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William S Persons - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5345

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Mitchell F. Ford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5308

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The Dennin Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5382

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Keith Collison - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5581

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Bill Eberhart - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5566

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Alison E. Canning - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5343

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Jason B Dudderar - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5425

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Paul Gladkowski - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5410

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Paul J Fallace - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5407

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Russell Phelps - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5506

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Howard Wilner - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5301

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Michael Phillips - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3268

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James Cragg - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3214

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Pamela Stevens - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3277

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Brett Clifford - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5532

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Sumaiya Andaleeb - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5416

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Thomas Edward Wetzler - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5572

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Kurt Overton - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5335

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Craig D Flury - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5418

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Michael Hinkelman - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5364

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Michael J Walker - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5503

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John Wasilewski - UBS Financial Services Inc.

500 East Pratt Street
11th Floor

Baltimore, MD 21202
410-576-3227

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Allstate Personal Financial Representative: Susan Murray

711 733 West 40th St
Ste 311

Baltimore, MD 21211
443-676-3470

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The DeCapite Group - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5339

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Mark Schulze - Morgan Stanley

650 South Exeter St.
Suite 1100

Baltimore, MD 21202
410-736-5393

* 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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