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Find Retirement Advisors for Retirement Planning in Chevy Chase, 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.
Finding the Best Retirement Planners in Chevy Chase, Maryland
Last Updated - April 17, 2024Chevy Chase has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Chevy Chase, Maryland have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Chevy Chase, Maryland
VERIFIEDDavid Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Fee-Only
VERIFIEDYoung Park
Victrix Investment Advisors
Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDErich Imphong
CFP®
Plotkin Financial Advisors, LLC
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDBryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDEric Riddell
CFP®, APMA®
Ameriprise Financial
Qualifications
CRD# 4707769
Firm CRD# 6363
Series 7
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services.
Compensation/Fee
Fee-Based
VERIFIEDFrank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 5685
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAdam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 13 Retirement Planning firms in Chevy Chase, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ARTEMIS REAL ESTATE PARTNERS 5404 Wisconsin Avenue, Suite 1150 Chevy Chase, MD, 20815 | $7,738,321,557 | 23 | 49 | A Percentage of AUM, Performance Based |
| 2 | NEW CENTURY ADVISORS, LLC 2 Wisconsin Circle, Suite 940 Chevy Chase, MD, 20815 | $3,825,808,464 | 47 | 15 | A Percentage of AUM, Performance Based |
| 3 | FCP 4445 Willard Ave, Suite 900 Chevy Chase, MD, 20815 | $3,538,172,358 | 12 | 84 | A Percentage of AUM, Performance Based |
| 4 | ALLIANCE PARTNERS LLC 4445 Willard Avenue, Suite 1100 Chevy Chase, MD, 20815-3695 | $2,883,399,572 | 168 | 24 | A Percentage of AUM, Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS) |
| 5 | ENLIGHTENMENT CAPITAL 4445 Willard Avenue, Suite 950 Chevy Chase, MD, 20815 | $1,209,246,239 | 17 | 12 | A Percentage of AUM, Performance Based |
| 6 | CARDEROCK CAPITAL MANAGEMENT, INC. 2 Wisconsin Circle, Suite 600, Chevy Chase, MD, 20815-7020 | $551,302,799 | 476 | 3 | A Percentage of AUM, Hourly charges |
| 7 | FORT, L.P. 2 Wisconsin Circle, Suite 1150 Chevy Chase, MD, 20815-7003 | $543,497,449 | 5 | 13 | A Percentage of AUM, Performance Based |
| 8 | HZ INVESTMENTS INC. 5610 Wisconsin Ave #108, Chevy Chase, MD, 20815 | $424,927,050 | 28 | 1 | A Percentage of AUM |
| 9 | AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC 4445 Willard Avenue, Suite 600 Chevy Chase, MD, 20815 | $307,981,047 | 3 | 9 | A Percentage of AUM, Performance Based |
| 10 | PLOTKIN FINANCIAL ADVISORS, LLC 8401 Connecticut Avenue, Suite 400 Chevy Chase, MD, 20815-5833 | $162,905,695 | 695 | 5 | A Percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
| 11 | INTERVEST LTD 2 Wisconsin Circle, Suite 910 Chevy Chase, MD, 20815-7040 | $147,791,886 | 318 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | BURKHOLDER & ASSOCIATES, LLC 2 Wisconsin Circle, Suite 700 Chevy Chase, MD, 20815 | $145,687,815 | 341 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | TRITONPOINT WEALTH, LLC 4445 Willard Ave., Ste. 600 Chevy Chase, MD, 20815 | $0 | 0 | 6 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Chevy Chase, Maryland
QualificationsFirm CRD# 160668
Assets Under Management $7,738,321,557
No. Of Clients23
Clients Per Financial Advisor0
ARTEMIS REAL ESTATE PARTNERS is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 122478
Assets Under Management $3,825,808,464
No. Of Clients47
Clients Per Financial Advisor3
NEW CENTURY ADVISORS, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 161468
Assets Under Management $3,538,172,358
No. Of Clients12
Clients Per Financial Advisor0
FCP is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 84 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 157700
Assets Under Management $2,883,399,572
No. Of Clients168
Clients Per Financial Advisor7
ALLIANCE PARTNERS LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 168 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS)
Financial Planning Services
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 166422
Assets Under Management $1,209,246,239
No. Of Clients17
Clients Per Financial Advisor1
ENLIGHTENMENT CAPITAL is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 104570
Assets Under Management $551,302,799
No. Of Clients476
Clients Per Financial Advisor159
CARDEROCK CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $551M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 168613
Assets Under Management $543,497,449
No. Of Clients5
Clients Per Financial Advisor0
FORT, L.P. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $543M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 312268
Assets Under Management $424,927,050
No. Of Clients28
Clients Per Financial Advisor28
HZ INVESTMENTS INC. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $425M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 315485
Assets Under Management $307,981,047
No. Of Clients3
Clients Per Financial Advisor0
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 127635
Assets Under Management $162,905,695
No. Of Clients695
Clients Per Financial Advisor139
PLOTKIN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 695 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 104614
Assets Under Management $147,791,886
No. Of Clients318
Clients Per Financial Advisor64
INTERVEST LTD is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 318 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 313338
Assets Under Management $145,687,815
No. Of Clients341
Clients Per Financial Advisor68
BURKHOLDER & ASSOCIATES, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Pension Consulting Services
QualificationsFirm CRD# 328398
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
TRITONPOINT WEALTH, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Annapolis, Maryland
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- Retirement Planners in Chevy Chase, Maryland
- Retirement Planners in Ellicott City, Maryland
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Looking for more choices? Use our free match service to compare retirement planners serving your area.