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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 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 registration checks. 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 25, 2025Chevy Chase has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Chevy Chase, Maryland have an average of 19 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Flat Fee
VERIFIEDMichael T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
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
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
VERIFIEDBob Howard
Prudential
Qualifications
CRD# 2621872
Firm CRD# 8733
Series 6, 7, 24, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDSkip Thompson
Prudential
Qualifications
CRD# 6519243
Firm CRD# 8733
Series 6, 7, 24, 63, 66
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
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
VERIFIEDMY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Chevy Chase, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 5404 Wisconsin Avenue, Suite 1000 Chevy Chase, MD, 20815 | $8,453,857,329 | 26 | 61 | A percentage of AUM, Performance Based |
| 2 | 4445 Willard Ave, Suite 900 Chevy Chase, MD, 20815 | $4,084,712,810 | 14 | 86 | A percentage of AUM, Performance Based |
| 3 | 2 Wisconsin Circle, Suite 940 Chevy Chase, MD, 20815 | $3,951,461,460 | 46 | 17 | A percentage of AUM, Performance Based |
| 4 | 4445 Willard Avenue, Suite 1100 Chevy Chase, MD, 20815-3695 | $2,589,069,260 | 131 | 23 | A percentage of AUM, Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS) |
| 5 | 4445 Willard Avenue, Suite 950 Chevy Chase, MD, 20815 | $1,611,239,387 | 17 | 15 | A percentage of AUM, Performance Based |
| 6 | 4445 Willard Ave., Ste. 600 Chevy Chase, MD, 20815 | $1,328,788,451 | 1654 | 6 | A percentage of AUM, Fixed fees |
| 7 | 2 Wisconsin Circle, Suite 600, Chevy Chase, MD, 20815-7020 | $665,854,051 | 476 | 4 | A percentage of AUM, Hourly charges |
| 8 | 5610 Wisconsin Ave #108, Chevy Chase, MD, 20815 | $496,493,260 | 114 | 1 | A percentage of AUM |
| 9 | 2 Wisconsin Circle, Suite 1150 Chevy Chase, MD, 20815-7003 | $358,861,756 | 3 | 11 | A percentage of AUM, Performance Based |
| 10 | 4445 Willard Avenue, Suite 600 Chevy Chase, MD, 20815 | $287,009,717 | 3 | 10 | A percentage of AUM, Performance Based |
| 11 | 2 Wisconsin Circle, Suite 910 Chevy Chase, MD, 20815-7040 | $188,309,554 | 314 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 2 Wisconsin Circle, Suite 700 Chevy Chase, MD, 20815 | $186,500,000 | 366 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 8401 Connecticut Avenue, Suite 401 Chevy Chase, MD, 20815-5833 | $174,914,111 | 642 | 5 | A percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
| 14 | 4445 Willard Ave, Ste. 600 Chevy Chase, MD, 20815 | $108,867,841 | 196 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 5425 Wisconsin Avenue, Suite 600 Chevy Chase, MD, 20815 | $0 | 0 | 2 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Chevy Chase, Maryland
QualificationsFirm CRD# 160668
Assets Under Management $8,453,857,329
No. Of Clients26
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 26 clients. The team consists of 61 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 161468
Assets Under Management $4,084,712,810
No. Of Clients14
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 14 clients. The team consists of 86 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 vehicles
QualificationsFirm CRD# 122478
Assets Under Management $3,951,461,460
No. Of Clients46
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 46 clients. The team consists of 17 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 157700
Assets Under Management $2,589,069,260
No. Of Clients131
Clients Per Financial Advisor6
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 131 clients. The team consists of 23 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 businesses or institutional clients
- Education seminars/workshops
- Other (IDENTIFY AND REFER CREDIT ASSETS TO BANKING INSTITUTIONS.)
QualificationsFirm CRD# 166422
Assets Under Management $1,611,239,387
No. Of Clients17
Clients Per Financial Advisor1
ENLIGHTENMENT CAPITAL is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 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 pooled investment vehicles
QualificationsFirm CRD# 328398
Assets Under Management $1,328,788,451
No. Of Clients1654
Clients Per Financial Advisor276
TRITONPOINT WEALTH, LLC 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 1654 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 104570
Assets Under Management $665,854,051
No. Of Clients476
Clients Per Financial Advisor119
CARDEROCK CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $666M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 clients. The team consists of 4 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 312268
Assets Under Management $496,493,260
No. Of Clients114
Clients Per Financial Advisor114
HZ INVESTMENTS INC. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 114 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 and/or small businesses
QualificationsFirm CRD# 168613
Assets Under Management $358,861,756
No. Of Clients3
Clients Per Financial Advisor0
FORT, L.P. is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 11 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 vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 315485
Assets Under Management $287,009,717
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 $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 10 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 vehicles
QualificationsFirm CRD# 104614
Assets Under Management $188,309,554
No. Of Clients314
Clients Per Financial Advisor63
INTERVEST LTD is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 314 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 313338
Assets Under Management $186,500,000
No. Of Clients366
Clients Per Financial Advisor92
BURKHOLDER & ASSOCIATES, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 366 clients. The team consists of 4 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
QualificationsFirm CRD# 127635
Assets Under Management $174,914,111
No. Of Clients642
Clients Per Financial Advisor128
PLOTKIN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (RETIREMENT PLAN CONSULTING)
QualificationsFirm CRD# 333259
Assets Under Management $108,867,841
No. Of Clients196
Clients Per Financial Advisor98
TRITONPOINT PARTNERS, LLC is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 196 clients. The team consists of 2 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 332085
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
CARO INVESTORS 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 2 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 vehicles
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