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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, 2025

Chevy 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

advisor
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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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advisor
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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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Chris 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

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Michael 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

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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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Bob 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

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Skip 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

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advisor

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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MY 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

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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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Tom 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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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

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advisor
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Chris 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

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Top 15 Retirement Planning firms in Chevy Chase, Maryland (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

5404 Wisconsin Avenue, Suite 1000
Chevy Chase, MD, 20815
$8,453,857,3292661
A percentage of AUM, Performance Based
2

4445 Willard Ave, Suite 900
Chevy Chase, MD, 20815
$4,084,712,8101486
A percentage of AUM, Performance Based
3

2 Wisconsin Circle, Suite 940
Chevy Chase, MD, 20815
$3,951,461,4604617
A percentage of AUM, Performance Based
4

4445 Willard Avenue, Suite 1100
Chevy Chase, MD, 20815-3695
$2,589,069,26013123
A percentage of AUM, Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS)
5

4445 Willard Avenue, Suite 950
Chevy Chase, MD, 20815
$1,611,239,3871715
A percentage of AUM, Performance Based
6

4445 Willard Ave., Ste. 600
Chevy Chase, MD, 20815
$1,328,788,45116546
A percentage of AUM, Fixed fees
7

2 Wisconsin Circle, Suite 600,
Chevy Chase, MD, 20815-7020
$665,854,0514764
A percentage of AUM, Hourly charges
8

5610 Wisconsin Ave #108,
Chevy Chase, MD, 20815
$496,493,2601141
A percentage of AUM
9

2 Wisconsin Circle, Suite 1150
Chevy Chase, MD, 20815-7003
$358,861,756311
A percentage of AUM, Performance Based
10

4445 Willard Avenue, Suite 600
Chevy Chase, MD, 20815
$287,009,717310
A percentage of AUM, Performance Based
11

2 Wisconsin Circle, Suite 910
Chevy Chase, MD, 20815-7040
$188,309,5543145
A percentage of AUM, Hourly charges, Fixed fees
12

2 Wisconsin Circle, Suite 700
Chevy Chase, MD, 20815
$186,500,0003664
A percentage of AUM, Hourly charges, Fixed fees
13

8401 Connecticut Avenue, Suite 401
Chevy Chase, MD, 20815-5833
$174,914,1116425
A percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)
14

4445 Willard Ave, Ste. 600
Chevy Chase, MD, 20815
$108,867,8411962
A percentage of AUM, Hourly charges, Fixed fees
15

5425 Wisconsin Avenue, Suite 600
Chevy Chase, MD, 20815
$002
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
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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
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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
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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.)
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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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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