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Find Retirement Advisors for Retirement Planning in Columbia, 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 Columbia, Maryland
Last Updated - April 25, 2025Columbia has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Columbia, Maryland have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Columbia, Maryland
VERIFIEDMichael Balakirsky
MBA, 76784
LPL Financial
Qualifications
CRD# 4812251
Firm CRD# 6413
Series 7, 24, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 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
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
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
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
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
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
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
VERIFIEDNilos T. Sakellariou
CFM
NTS Bearing-Total Wealth Management.
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Risk Management
Compensation/Fee
Fee-Only
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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 7 Retirement Planning firms in Columbia, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 5950 Symphony Woods Rd., Suite 600 Columbia, MD, 21044 | $1,941,650,304 | 3822 | 28 | A percentage of AUM, Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING) |
| 2 | 6230 Old Dobbin Lane, Suite 170 Columbia, MD, 21045 | $460,210,291 | 1384 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 8860 Columbia 100 Parkway, Suite 301 Columbia, MD, 21045 | $192,756,106 | 1038 | 4 | A percentage of AUM, Performance Based |
| 4 | 10490 Little Patuxent Parkway, Suite 600 Columbia, MD, 21044 | $114,219,846 | 245 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 10500 Little Patuxent Parkway, Suite 460 Columbia, MD, 21044 | $111,879,752 | 426 | 4 | A percentage of AUM |
| 6 | 8840 Stanford Boulevard, Suite 4000 Columbia, MD, 21045 | $94,124,202 | 246 | 2 | A percentage of AUM, Hourly charges |
| 7 | 6721 Columbia Gateway Drive, Suite 100 Columbia, MD, 21046 | $0 | 0 | 25 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Columbia, Maryland
QualificationsFirm CRD# 159388
Assets Under Management $1,941,650,304
No. Of Clients3822
Clients Per Financial Advisor137
BALTIMORE-WASHINGTON FINANCIAL ADVISORS is a financial advisory firm situated in Columbia, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3822 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES)
QualificationsFirm CRD# 157906
Assets Under Management $460,210,291
No. Of Clients1384
Clients Per Financial Advisor154
LOWE WEALTH ADVISORS, LLC is a financial advisory firm situated in Columbia, Maryland. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1384 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 288198
Assets Under Management $192,756,106
No. Of Clients1038
Clients Per Financial Advisor260
ALPHA DNA INVESTMENT MANAGEMENT is a financial advisory firm situated in Columbia, Maryland. With a nearly $193M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 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
- Performance Based
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Other (SUBADVISORS TO OTHER INVESTMENT ADVISORS)
QualificationsFirm CRD# 327975
Assets Under Management $114,219,846
No. Of Clients245
Clients Per Financial Advisor82
JN PRIVATE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Columbia, Maryland. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 245 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 326745
Assets Under Management $111,879,752
No. Of Clients426
Clients Per Financial Advisor107
POINTER FINANCIAL ADVISORS LLC is a financial advisory firm situated in Columbia, Maryland. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 426 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 299021
Assets Under Management $94,124,202
No. Of Clients246
Clients Per Financial Advisor123
OAKMONT WEALTH ADVISORY, LLC is a financial advisory firm situated in Columbia, Maryland. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 246 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 326489
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
TRIBRIDGE PARTNERS FINANCIAL LLC is a financial advisory firm situated in Columbia, Maryland. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 25 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
- Pesnsion consulting services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.