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Selecting the right financial advisor in Baltimore is a crucial decision that can shape your financial future. From tailored investment strategies and tax-efficient planning to retirement and wealth preservation, the recommended advisors in Baltimore combine local expertise with personalized service to help you achieve your long-term goals. These standout firms offer the guidance and trust you need to navigate complex financial decisions with confidence.
Financial Advisors in Baltimore To Consider
- AEGON USA Investment Management LLC
- Financial Management Strategies
- Brown Capital Management Inc
- Guy Anderson
- Wealth Trust
- Campbell & Company
- Agora Financial Llc
- Trasatti Wealth Planning
- Northbrook Financial
- Tillinghast & Associates
1. AEGON USA Investment Management LLC
AEGON USA Investment Management LLC is a leading investment management firm providing tailored financial solutions to help clients achieve their long-term financial goals. Headquartered at 100 Light St, Baltimore, MD 21202, the firm offers expertise in asset management, retirement planning, and institutional investment strategies. Their team of seasoned professionals is dedicated to delivering innovative and disciplined investment approaches to meet diverse client needs. Committed to excellence, AEGON USA Investment Management LLC ensures clients receive personalized strategies designed for financial growth and stability.
🔹 Services: Asset Management, Retirement Planning, Institutional Investments
📍 Address: 100 Light St, Baltimore, MD 21202
📞 Phone: (444) 475-3555
🔗 Website: AEGON USA Investment Management
📧 Contact: roisin.hynes@aegonam.com
2. Financial Management Strategies
Financial Management Strategies is a trusted financial advisory firm dedicated to helping individuals and businesses navigate complex financial landscapes. Located at 1330 Smith Ave suite 7, Baltimore, MD 21209, the firm specializes in comprehensive financial planning, investment management, and risk assessment. Their client-focused approach ensures tailored strategies that align with each client’s unique financial objectives. With a commitment to transparency and integrity, Financial Management Strategies provides the guidance needed for sustainable wealth growth.
🔹 Services: Financial Planning, Investment Management, Risk Assessment
📍 Address: 1330 Smith Ave suite 7, Baltimore, MD 21209
📞 Phone: (410) 779-1276
🔗 Website: Financial Management Strategies
📧 Contact: info@fmsadvisors.com
3. Brown Capital Management Inc
Brown Capital Management Inc is a distinguished investment management firm renowned for its growth equity strategies and commitment to diversity. Based at 1201 N Calvert St, Baltimore, MD 21202, the firm serves institutional and individual investors with a focus on long-term capital appreciation. Their experienced team employs rigorous research and disciplined portfolio management to deliver superior investment results. Brown Capital Management Inc is dedicated to fostering financial success through innovation and excellence.
🔹 Services: Growth Equity Investing, Portfolio Management, Institutional Advisory
📍 Address: 1201 N Calvert St, Baltimore, MD 21202
📞 Phone: (410) 537-5400
🔗 Website: Brown Capital Management
📧 Contact: katarzyna.hajduga@kurtosys.com
4. Guy Anderson
Guy Anderson is a seasoned financial advisor offering personalized wealth management and retirement planning services. Operating from 305 W Chesapeake Ave #311, Baltimore, MD 21204, Guy provides tailored financial strategies to help clients achieve their goals. His expertise includes tax-efficient investing, estate planning, and holistic financial advice. With a client-first philosophy, Guy Anderson ensures each individual receives dedicated support for financial security and growth.
🔹 Services: Wealth Management, Retirement Planning, Tax-Efficient Investing
📍 Address: 305 W Chesapeake Ave #311, Baltimore, MD 21204
📞 Phone: (410) 821-9100
🔗 Website: Guy Anderson
📧 Contact: guy.anderson@ceterawealth.com
5. Wealth Trust
Wealth Trust is a premier financial advisory firm specializing in trust and estate planning, investment management, and wealth preservation. Located at 111 Market Pl #720, Baltimore, MD 21202, the firm serves high-net-worth individuals and families with customized financial solutions. Their team of experts provides strategic guidance to help clients navigate complex financial decisions with confidence. Wealth Trust is committed to delivering exceptional service and long-term financial success.
🔹 Services: Trust & Estate Planning, Investment Management, Wealth Preservation
📍 Address: 111 Market Pl #720, Baltimore, MD 21202
📞 Phone: (844) 310-4115
🔗 Website: Wealth Trust
📧 Contact: vip@angelpub.com
6. Campbell & Company
Campbell & Company is a globally recognized investment management firm specializing in systematic trading and alternative investments. Headquartered at 2850 Quarry Lake Dr., Baltimore, MD 21209, the firm leverages quantitative research to deliver innovative investment strategies. With decades of experience, Campbell & Company serves institutional investors, offering diversified solutions for risk-managed returns. Their commitment to research-driven excellence makes them a leader in the field.
🔹 Services: Systematic Trading, Alternative Investments, Institutional Advisory
📍 Address: 2850 Quarry Lake Dr., Baltimore, MD 21209
📞 Phone: (410) 413-2600
🔗 Website: Campbell & Company
📧 Contact: josh.corbin@campbell.com
7. Agora Financial Llc
Agora Financial LLC is an independent financial research firm providing actionable investment insights and wealth-building strategies. Based at 808 Saint Paul St, Baltimore, MD 21202, the firm delivers market analysis, portfolio recommendations, and economic forecasts to individual investors. With a focus on alternative investments and global markets, Agora Financial LLC empowers clients to make informed financial decisions.
🔹 Services: Financial Research, Investment Insights, Market Analysis
📍 Address: 808 Saint Paul St, Baltimore, MD 21202
📞 Phone: (800) 796-1871
🔗 Website: Agora Financial
📧 Contact: clientrelations@agorafinancial.com
8. Trasatti Wealth Planning
Trasatti Wealth Planning is a boutique financial advisory firm offering personalized wealth management and retirement strategies. Located at 1425 Patapsco St, Baltimore, MD 21230, the firm provides comprehensive financial planning, tax optimization, and estate planning services. Their client-centric approach ensures tailored solutions for financial security and growth. With a focus on long-term relationships, Trasatti Wealth Planning helps clients navigate their financial journey with confidence.
🔹 Services: Wealth Management, Retirement Planning, Tax Optimization
📍 Address: 1425 Patapsco St, Baltimore, MD 21230
📞 Phone: (410) 244-6222
🔗 Website: Trasatti Wealth Planning
📧 Contact: gtrasatti@trasattiwp.com
9. Northbrook Financial
Northbrook Financial is a trusted financial advisory firm specializing in retirement planning, investment management, and insurance solutions. Based at 1340 Smith Ave #200, Baltimore, MD 21209, the firm helps individuals and families achieve financial stability through customized strategies. Their experienced advisors provide clear, actionable guidance to support clients’ long-term goals. Northbrook Financial is committed to delivering reliable and transparent financial advice.
🔹 Services: Retirement Planning, Investment Management, Insurance Solutions
📍 Address: 1340 Smith Ave #200, Baltimore, MD 21209
📞 Phone: (443) 738-4034
🔗 Website: Northbrook Financial
📧 Contact: planner@northbrookfinancial.com
10. Tillinghast & Associates
Tillinghast & Associates is a respected financial planning firm offering wealth management, estate planning, and investment advisory services. Located at 111 S Calvert St #2500, Baltimore, MD 21202, the firm provides personalized financial strategies to help clients achieve their aspirations. Their team of dedicated professionals emphasizes trust, integrity, and long-term client relationships.
🔹 Services: Wealth Management, Estate Planning, Investment Advisory
📍 Address: 111 S Calvert St #2500, Baltimore, MD 21202
📞 Phone: (410) 659-6009
🔗 Website:Tillinghast & Associates
📧 Contact: lauren.shehan@nm.com
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