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Find Retirement Advisors for Retirement Planning in Towson, 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 Towson, Maryland

Last Updated - February 19, 2024

Towson has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Towson, Maryland have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Towson, Maryland

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Highlander Financial Group

Qualifications
Firm CRD# 6413
Series 6, 7, 63, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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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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Jake Marcoux
CFP®, APMA®, CLU®, ChFC®
Legacy Capital

Qualifications
CRD# 4673912
Firm CRD# n/a
Series 7, 26, 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, 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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Nilos 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

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Jeffrey Cardozo
CFP®
Scarborough Capital Management

Qualifications
CRD# 5807786
Firm CRD# 169517
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jonathan Szostek
CFP®, AIF®, RICP®, CRPC®, ChFEBCSMScarborough Capital Management

Qualifications
CRD# 5133470
Firm CRD# 169517
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Scarborough Capital Management

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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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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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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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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Adam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning

Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66

Minimum Assets Required
Not Specified

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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Savant Wealth Management

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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Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Minimum Assets Required
$250,000

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GREENSPRING ADVISORS, LLC
One West Pennsylvania Avenue, Suite 500
Towson, MD, 21204
$6,000,116,360480741
A Percentage of AUM, Fixed Fees
2
WMS PARTNERS, LLC
1 W. Pennsylvania Avenue, Suite 800
Towson, MD, 21204
$5,162,519,39069086
A Percentage of AUM, Fixed Fees, Performance Based
3
FOUNDERS FINANCIAL SECURITIES, LLC
1026 Cromwell Bridge Road, Suite 100
Towson, MD, 21286
$2,272,682,54316137138
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
4
FINANCIAL COUNCIL ASSET MANAGEMENT INC
100 West Road, Suite 504
Towson, MD, 21204
$809,254,00013943
A Percentage of AUM
5
RED OAK FINANCIAL GROUP
403 Allegheny Avenue,
Towson, MD, 21204
$589,989,322150720
A Percentage of AUM, Hourly charges, Fixed Fees
6
BLACK DIAMOND FINANCIAL, LLC
305 West Pennsylvania Avenue,
Towson, MD, 21204
$545,885,24780112
A Percentage of AUM, Hourly charges, Fixed Fees
7
SFG WEALTH MANAGEMENT
1104 Kenilworth Drive, Suite 500
Towson, MD, 21204
$441,723,236158814
A Percentage of AUM, Hourly charges, Fixed Fees
8
L. K. BENSON & COMPANY, P.C.
1107 Kenilworth Drive, Suite 302
Towson, MD, 21204-2186
$258,297,116849
Hourly charges, Fixed Fees
9
CHESAPEAKE FINANCIAL ADVISORS
401 Jefferson Avenue,
Towson, MD, 21286
$245,491,290128614
A Percentage of AUM, Hourly charges, Fixed Fees
10
PARTNERSHIP WEALTH MANAGEMENT
606 E Joppa Road,
Towson, MD, 21286
$190,976,0004624
A Percentage of AUM, Hourly charges, Fixed Fees
11
THE SIMMONS PARTNERSHIP, INC
Bosley Hall, 222 Courthouse Ct., Suite 1a
Towson, MD, 21204
$147,221,0089563
A Percentage of AUM, Hourly charges, Fixed Fees
12
TLS ADVISORY SERVICES, INC.
920 Providence Rd Suite 203,
Towson, MD, 21286-2977
$140,931,0288501
A Percentage of AUM, Hourly charges, Fixed Fees
13
ATLANTIC FINANCIAL SERVICES, INC.
920 Providence Road, #201
Towson, MD, 21286-2986
$132,004,2208083
A Percentage of AUM, Hourly charges
14
ALERE PLANNING LLC
110 West Road, Suite 200
Towson, MD, 21204
$116,991,0513772
A Percentage of AUM, Hourly charges, Fixed Fees
15
BASE MANAGEMENT CO
600 Baltimore Avenue, Adams Bldg, Suite 306
Towson, MD, 21204
$94,997,165381
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Towson, Maryland

QualificationsFirm CRD# 132669

Assets Under Management $6,000,116,360

No. Of Clients4807

Clients Per Financial Advisor117

GREENSPRING ADVISORS, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4807 clients. The team consists of 41 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109971

Assets Under Management $5,162,519,390

No. Of Clients690

Clients Per Financial Advisor8

WMS PARTNERS, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 690 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
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 137945

Assets Under Management $2,272,682,543

No. Of Clients16137

Clients Per Financial Advisor117

FOUNDERS FINANCIAL SECURITIES, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16137 clients. The team consists of 138 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110748

Assets Under Management $809,254,000

No. Of Clients1394

Clients Per Financial Advisor465

FINANCIAL COUNCIL ASSET MANAGEMENT INC is a financial advisory firm situated in Towson, Maryland. With a nearly $809M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1394 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 166912

Assets Under Management $589,989,322

No. Of Clients1507

Clients Per Financial Advisor75

RED OAK FINANCIAL GROUP is a financial advisory firm situated in Towson, Maryland. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1507 clients. The team consists of 20 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 145108

Assets Under Management $545,885,247

No. Of Clients801

Clients Per Financial Advisor67

BLACK DIAMOND FINANCIAL, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 285785

Assets Under Management $441,723,236

No. Of Clients1588

Clients Per Financial Advisor113

SFG WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 clients. The team consists of 14 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107908

Assets Under Management $258,297,116

No. Of Clients84

Clients Per Financial Advisor9

L. K. BENSON & COMPANY, P.C. is a financial advisory firm situated in Towson, Maryland. With a nearly $258M assets under management, the firm specializes in crafting personalized retirement planning solutions for 84 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 120139

Assets Under Management $245,491,290

No. Of Clients1286

Clients Per Financial Advisor92

CHESAPEAKE FINANCIAL ADVISORS is a financial advisory firm situated in Towson, Maryland. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1286 clients. The team consists of 14 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
View Full Profile

QualificationsFirm CRD# 285718

Assets Under Management $190,976,000

No. Of Clients462

Clients Per Financial Advisor116

PARTNERSHIP WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 156740

Assets Under Management $147,221,008

No. Of Clients956

Clients Per Financial Advisor319

THE SIMMONS PARTNERSHIP, INC is a financial advisory firm situated in Towson, Maryland. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 956 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 121747

Assets Under Management $140,931,028

No. Of Clients850

Clients Per Financial Advisor850

TLS ADVISORY SERVICES, INC. is a financial advisory firm situated in Towson, Maryland. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 850 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 121258

Assets Under Management $132,004,220

No. Of Clients808

Clients Per Financial Advisor269

ATLANTIC FINANCIAL SERVICES, INC. is a financial advisory firm situated in Towson, Maryland. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 808 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
View Full Profile

QualificationsFirm CRD# 286121

Assets Under Management $116,991,051

No. Of Clients377

Clients Per Financial Advisor189

ALERE PLANNING LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 104600

Assets Under Management $94,997,165

No. Of Clients38

Clients Per Financial Advisor38

BASE MANAGEMENT CO is a financial advisory firm situated in Towson, Maryland. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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