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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 - April 25, 2025

Towson has 22 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 22 years of experience.

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List of Qualified Retirement Planning Advisors in Towson, Maryland

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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advisor
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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

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advisor
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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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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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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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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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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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advisor
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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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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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advisor
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Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One West Pennsylvania Avenue, Suite 500
Towson, MD, 21204
$6,896,367,899462540
A percentage of AUM, Fixed fees
2

1026 Cromwell Bridge Road, Suite 100
Towson, MD, 21286
$3,317,831,00017774141
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
3

100 West Road, Suite 504
Towson, MD, 21204
$959,418,000145615
A percentage of AUM
4

403 Allegheny Avenue,
Towson, MD, 21204
$836,788,025170019
A percentage of AUM, Hourly charges, Fixed fees
5

305 West Pennsylvania Avenue,
Towson, MD, 21204
$701,427,21127413
A percentage of AUM, Hourly charges, Fixed fees
6

1104 Kenilworth Drive, Suite 500
Towson, MD, 21204
$556,304,090180616
A percentage of AUM, Hourly charges, Fixed fees
7

1 Olympic Place, Suite 500
Towson, MD, 21204
$389,200,0001620
A percentage of AUM, Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL)
8

901 Dulaney Valley Road, Suite 701
Towson, MD, 21204
$290,000,00015005
A percentage of AUM, Hourly charges, Fixed fees
9

1107 Kenilworth Drive, Suite 302
Towson, MD, 21204-2186
$277,135,608889
Hourly charges, Fixed fees
10

401 Jefferson Avenue,
Towson, MD, 21286
$263,687,043102811
A percentage of AUM, Hourly charges, Fixed fees
11

606 E Joppa Road,
Towson, MD, 21286
$189,400,0004846
A percentage of AUM, Hourly charges, Fixed fees
12

110 West Road, Suite 200
Towson, MD, 21204
$184,179,4034683
A percentage of AUM, Hourly charges, Fixed fees
13

Bosley Hall, 222 Courthouse Ct., Suite 1a
Towson, MD, 21204
$154,349,4347422
A percentage of AUM, Hourly charges, Fixed fees
14

1 W. Pennsylvania Ave., Suite 600
Towson, MD, 21204
$60,991,21189
A percentage of AUM, Hourly charges, Fixed fees
15

555 Fairmount Ave, Suite 302
Towson, MD, 21286
$33,423,4451932
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)
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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
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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
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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
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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
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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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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