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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 - May 14, 2024

Chevy 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

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David 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

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Young Park, CFP®
CFP®
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

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Kevin 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

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Erich 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

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Diamond 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

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Mark Standard
Ubs

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

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Michael 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

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Bryan 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

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Eric 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

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Frank 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

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Bob 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

advisor-photo

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

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Adam 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

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Scott 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

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Doug 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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Ashley 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

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Geoffrey 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 13 Retirement Planning firms in Chevy Chase, Maryland (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ARTEMIS REAL ESTATE PARTNERS
5404 Wisconsin Avenue, Suite 1150
Chevy Chase, MD, 20815
$7,738,321,5572349
A Percentage of AUM, Performance Based
2
NEW CENTURY ADVISORS, LLC
2 Wisconsin Circle, Suite 940
Chevy Chase, MD, 20815
$3,825,808,4644715
A Percentage of AUM, Performance Based
3
FCP
4445 Willard Ave, Suite 900
Chevy Chase, MD, 20815
$3,538,172,3581284
A Percentage of AUM, Performance Based
4
ALLIANCE PARTNERS LLC
4445 Willard Avenue, Suite 1100
Chevy Chase, MD, 20815-3695
$2,883,399,57216824
A Percentage of AUM, Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS)
5
ENLIGHTENMENT CAPITAL
4445 Willard Avenue, Suite 950
Chevy Chase, MD, 20815
$1,209,246,2391712
A Percentage of AUM, Performance Based
6
CARDEROCK CAPITAL MANAGEMENT, INC.
2 Wisconsin Circle, Suite 600,
Chevy Chase, MD, 20815-7020
$551,302,7994763
A Percentage of AUM, Hourly charges
7
FORT, L.P.
2 Wisconsin Circle, Suite 1150
Chevy Chase, MD, 20815-7003
$543,497,449513
A Percentage of AUM, Performance Based
8
HZ INVESTMENTS INC.
5610 Wisconsin Ave #108,
Chevy Chase, MD, 20815
$424,927,050281
A Percentage of AUM
9
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC
4445 Willard Avenue, Suite 600
Chevy Chase, MD, 20815
$307,981,04739
A Percentage of AUM, Performance Based
10
PLOTKIN FINANCIAL ADVISORS, LLC
8401 Connecticut Avenue, Suite 400
Chevy Chase, MD, 20815-5833
$162,905,6956955
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
$147,791,8863185
A Percentage of AUM, Hourly charges, Fixed Fees
12
BURKHOLDER & ASSOCIATES, LLC
2 Wisconsin Circle, Suite 700
Chevy Chase, MD, 20815
$145,687,8153415
A Percentage of AUM, Hourly charges, Fixed Fees
13
TRITONPOINT WEALTH, LLC
4445 Willard Ave., Ste. 600
Chevy Chase, MD, 20815
$006
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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