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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 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 Towson, Maryland
Last Updated - May 15, 2025Towson has 24 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Towson, Maryland have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Towson, Maryland
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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
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
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
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
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 65
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 Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, 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
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
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
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Towson, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One West Pennsylvania Avenue, Suite 500 Towson, MD, 21204 | $6,896,367,899 | 4625 | 40 | A percentage of AUM, Fixed fees |
| 2 | 1026 Cromwell Bridge Road, Suite 100 Towson, MD, 21286 | $3,317,831,000 | 17774 | 141 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| 3 | 100 West Road, Suite 504 Towson, MD, 21204 | $959,418,000 | 1456 | 15 | A percentage of AUM |
| 4 | 403 Allegheny Avenue, Towson, MD, 21204 | $836,788,025 | 1700 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 305 West Pennsylvania Avenue, Towson, MD, 21204 | $701,427,211 | 274 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1104 Kenilworth Drive, Suite 500 Towson, MD, 21204 | $556,304,090 | 1806 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 1 Olympic Place, Suite 500 Towson, MD, 21204 | $389,200,000 | 16 | 20 | A percentage of AUM, Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL) |
| 8 | 901 Dulaney Valley Road, Suite 701 Towson, MD, 21204 | $290,000,000 | 1500 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1107 Kenilworth Drive, Suite 302 Towson, MD, 21204-2186 | $277,135,608 | 88 | 9 | Hourly charges, Fixed fees |
| 10 | 401 Jefferson Avenue, Towson, MD, 21286 | $263,687,043 | 1028 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 606 E Joppa Road, Towson, MD, 21286 | $189,400,000 | 484 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 110 West Road, Suite 200 Towson, MD, 21204 | $184,179,403 | 468 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | Bosley Hall, 222 Courthouse Ct., Suite 1a Towson, MD, 21204 | $154,349,434 | 742 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 1 W. Pennsylvania Ave., Suite 600 Towson, MD, 21204 | $60,991,211 | 8 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 555 Fairmount Ave, Suite 302 Towson, MD, 21286 | $33,423,445 | 193 | 2 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Towson, Maryland
QualificationsFirm CRD# 132669
Assets Under Management $6,896,367,899
No. Of Clients4625
Clients Per Financial Advisor116
GREENSPRING ADVISORS, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4625 clients. The team consists of 40 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
- Selection for other advisors
- Other (INVESTMENT CONSULTING AND EDUCATIONAL SERVICES)
QualificationsFirm CRD# 137945
Assets Under Management $3,317,831,000
No. Of Clients17774
Clients Per Financial Advisor126
FOUNDERS FINANCIAL SECURITIES, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17774 clients. The team consists of 141 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 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# 110748
Assets Under Management $959,418,000
No. Of Clients1456
Clients Per Financial Advisor97
FINANCIAL COUNCIL, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1456 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 166912
Assets Under Management $836,788,025
No. Of Clients1700
Clients Per Financial Advisor89
RED OAK FINANCIAL GROUP is a financial advisory firm situated in Towson, Maryland. With a nearly $837M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1700 clients. The team consists of 19 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# 145108
Assets Under Management $701,427,211
No. Of Clients274
Clients Per Financial Advisor21
BLACK DIAMOND FINANCIAL, LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 274 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 285785
Assets Under Management $556,304,090
No. Of Clients1806
Clients Per Financial Advisor113
SFG WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $556M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1806 clients. The team consists of 16 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# 158096
Assets Under Management $389,200,000
No. Of Clients16
Clients Per Financial Advisor1
CALVERT STREET CAPITAL PARTNERS, INC. is a financial advisory firm situated in Towson, Maryland. With a nearly $389M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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
- Fixed fees
- Performance Based
- Other (A PERCENTAGE OF COMMITTED CAPITAL)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 314867
Assets Under Management $290,000,000
No. Of Clients1500
Clients Per Financial Advisor300
OLIVER WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1500 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
- Selection for other advisors
QualificationsFirm CRD# 107908
Assets Under Management $277,135,608
No. Of Clients88
Clients Per Financial Advisor10
L. K. BENSON & COMPANY, P.C. is a financial advisory firm situated in Towson, Maryland. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 120139
Assets Under Management $263,687,043
No. Of Clients1028
Clients Per Financial Advisor93
CHESAPEAKE FINANCIAL ADVISORS is a financial advisory firm situated in Towson, Maryland. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1028 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 285718
Assets Under Management $189,400,000
No. Of Clients484
Clients Per Financial Advisor81
PARTNERSHIP WEALTH MANAGEMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
QualificationsFirm CRD# 286121
Assets Under Management $184,179,403
No. Of Clients468
Clients Per Financial Advisor156
ALERE PLANNING LLC is a financial advisory firm situated in Towson, Maryland. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 468 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
- Pesnsion consulting services
QualificationsFirm CRD# 156740
Assets Under Management $154,349,434
No. Of Clients742
Clients Per Financial Advisor371
THE SIMMONS PARTNERSHIP, INC is a financial advisory firm situated in Towson, Maryland. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 742 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
QualificationsFirm CRD# 104684
Assets Under Management $60,991,211
No. Of Clients8
Clients Per Financial Advisor1
BOLTON INVESTMENT is a financial advisory firm situated in Towson, Maryland. With a nearly $61M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 111016
Assets Under Management $33,423,445
No. Of Clients193
Clients Per Financial Advisor97
AMERICAN FINANCIAL MANAGEMENT, LTD. is a financial advisory firm situated in Towson, Maryland. With a nearly $33M assets under management, the firm specializes in crafting personalized retirement planning solutions for 193 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PROVIDING INVESTMENT ADVISORS WITH TECHNOLOGY CONSULTING)
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