Planning for retirement is a crucial step toward financial security, and choosing the right advisor can make all the difference. Baltimore offers a variety of trusted financial firms specializing in retirement planning, each with unique expertise and personalized services. Whether you’re looking for comprehensive wealth management, investment strategies, or tax-efficient retirement solutions, these firms can help you navigate your financial future with confidence. Below is a curated list of top retirement planning professionals in Baltimore, along with their key services and contact details.
List of Retirement Planning Firms in Baltimore
- Arete Asset Management
- Chapin Davis Inc.
- Trasatti Wealth Planning
- Peter Tillinghast
- Crosscountry Wealth
- And Wealth Partners
- WPG Financial Group
- Caplan Financial Group
- Technomart Investment Advisors
- Thomas Kenney – TIAA Wealth Management Advisor
1. Arete Asset Management
Arete Asset Management is an independent investment firm specializing in mid-cap equity portfolios, catering to individuals and families who prioritize investment management over comprehensive financial planning. Founded on principles of conscientiousness, commitment, and competence, Arete emphasizes transparency and investor education through detailed quarterly reports and insightful blog content. Their “All-Terrain” allocation strategy, introduced in August 2021, reflects a flexible approach to navigating diverse market conditions. By offering separately managed accounts with reasonable fees and a focus on long-term value, Arete aims to provide clients with both performance and peace of mind.
🔹 Services: Investment Management, Retirement Planning, Mid-Cap Equity Strategies
📍 Address: 621 S Hanover St, Baltimore, MD 21230
📞 Phone: (410) 649-0086
🔗 Website: Arete Asset Management
📧 Contact: drobertson@areteam.com
2. Chapin Davis Inc.
Chapin Davis is Baltimore’s oldest full-service financial firm, founded in 1952 by Bedford Chapin. With over 70 years of experience, the firm offers a comprehensive suite of services, including traditional brokerage, asset management, retirement planning, insurance, and philanthropic initiatives through the Chapin Davis Foundation. As a Registered Investment Advisor with the SEC, Chapin Davis provides personalized financial strategies to individuals, families, and institutions, emphasizing individualized customer service as its cornerstone. The firm is led by Chairman Talbot Jones Albert IV and operates from its headquarters at 1411 Clarkview Road, Baltimore, MD. Chapin Davis is a member of FINRA and SIPC, ensuring regulatory compliance and client protection.
🔹 Services: Wealth Management, Retirement Planning, Insurance, Estate Planning
📍 Address: 1411 Clarkview Rd, Baltimore, MD 21209
📞 Phone: (410) 435-3200
🔗 Website: Chapin Davis Inc.
📧 Contact: jgoldman@chapindavis.com
3. Trasatti Wealth Planning
Trasatti Wealth Planning, LLC is a Baltimore-based, fee-only Registered Investment Advisor founded in 2004 by Gabriel Trasatti, CPA/PFS. The firm offers comprehensive financial planning and professional wealth management services tailored to individuals, families, and small business owners. Their financial planning encompasses areas such as asset allocation, retirement, estate, tax, and education planning, while their investment management services involve creating customized portfolios aligned with clients’ risk tolerance and financial objectives. As fiduciaries, they are committed to acting in their clients’ best interests without receiving commissions. Trasatti Wealth Planning is affiliated with reputable organizations like the National Association of Personal Financial Advisors (NAPFA) and the American Institute of CPAs (AICPA), reflecting their dedication to high professional standards and objective financial advice.
🔹 Services: Financial Planning, Retirement Planning, Tax & Estate Planning
📍 Address: 1425 Patapsco St, Baltimore, MD 21230
📞 Phone: (410) 244-6222
🔗 Website: Trasatti Wealth Planning
📧 Contact: gtrasatti@trasattiwp.com
4. Peter Tillinghast
Tillinghast & Associates, based in Baltimore, Maryland, is a financial advisory practice affiliated with Northwestern Mutual. Led by Peter D. Tillinghast, Brandon B. Paugels, and Michael R. Ward, the team offers comprehensive financial planning services, including investment advisory, insurance solutions, and retirement planning. They emphasize a personalized approach, aiming to align clients’ financial strategies with their individual goals and aspirations. The practice operates under the Northwestern Mutual umbrella, ensuring access to a broad range of financial products and services.
🔹 Services: Investment Advisory, Insurance Solutions, Retirement Planning
📍 Address: 111 S Calvert St #2500, Baltimore, MD 21201
📞 Phone: (410) 659-6009
🔗 Website: Peter Tillinghast
📧 Contact: brandon.b.paugels@nm.com
5. Crosscountry Wealth
Crosscountry Wealth is a financial advisory firm dedicated to helping clients achieve their long-term financial goals through strategic planning and investment management. Their team provides personalized retirement planning solutions tailored to individual needs, ensuring clients can transition into retirement with confidence. With a focus on holistic financial health, Crosscountrywealth integrates wealth management, tax planning, and estate strategies. Located in Baltimore, they serve clients with a commitment to transparency and client-first service.
🔹 Services: Retirement Planning, Wealth Management, Tax Strategies
📍 Address: 2835 Smith Ave #203, Baltimore, MD 21209
📞 Phone: (866) 613-4683
🔗 Website: Crosscountrywealth
📧 Contact: david@crosscountrywealth.com
6. And Wealth Partners
And Wealth Partners is a modern financial advisory firm offering comprehensive retirement and wealth management services. Their team works closely with clients to develop customized financial plans that align with their retirement goals. Specializing in investment management, tax planning, and estate strategies, they provide a holistic approach to financial security. Based in Baltimore, And Wealth Partners emphasizes education and long-term financial wellness.
🔹 Services: Retirement Planning, Investment Management, Tax Optimization
📍 Address: 1629 Thames St UNIT 300, Baltimore, MD 21231
📞 Phone: (410) 844-3300
🔗 Website: And Wealth Partners
📧 Contact: info@andwealth.com
7. WPG Financial Group
WPG Financial Group is a trusted financial advisory firm offering retirement planning and wealth management services in Baltimore. Their advisors focus on creating tailored strategies to help clients build and preserve wealth for retirement. With expertise in investment management, estate planning, and risk management, they provide a well-rounded approach to financial planning.
🔹 Services: Retirement Planning, Investment Advisory, Estate Planning
📍 Address: 3600 O’Donnell St #860, Baltimore, MD 21224
📞 Phone: (410) 522-2030
🔗 Website: WPG Financial Group
📧 Contact: trish@wpgfinancial.com
8. Caplan Financial Group
Caplan Financial Group is a comprehensive financial planning firm helping clients prepare for retirement through strategic wealth management. Their services include investment planning, tax-efficient strategies, and retirement income planning. Located in Baltimore, they focus on delivering personalized financial solutions to meet long-term goals.
🔹 Services: Retirement Planning, Tax Efficiency, Investment Management
📍 Address: 841 E Fort Ave UNIT 315, Baltimore, MD 21230
📞 Phone: (410) 735-1905
🔗 Website: Caplan Financial Group
📧 Contact: bmilam@composition.com
9. Technomart Investment Advisors
Technomart Investment Advisors provides investment and retirement planning services to individuals and businesses in Baltimore. Their team focuses on creating diversified portfolios and retirement strategies to help clients achieve financial independence. With a commitment to client education and transparency, they offer a structured approach to long-term wealth growth.
🔹 Services: Retirement Planning, Investment Advisory, Portfolio Management
📍 Address: 401 E Pratt St, Baltimore, MD 21202
📞 Phone: (800) 877-6555
🔗 Website: Technomart Investment Advisors
📧 Contact: partnership@technomartrga.com
10. Thomas Kenney – TIAA Wealth Management Advisor
Thomas Kenney, a TIAA Wealth Management Advisor, specializes in retirement planning and financial strategies for individuals and families. With access to TIAA’s extensive resources, he provides customized retirement solutions, including pension planning, annuities, and investment management. His approach focuses on helping clients achieve financial security in retirement.
🔹 Services: Retirement Planning, Pension Strategies, Investment Management
📍 Address: 1410 Clarkview Rd, Baltimore, MD 21209
📞 Phone: (866) 842-2520
🔗 Website: Thomas Kenney – TIAA
📧 Contact: TKenney@tiaa.org
Selecting the right retirement planner depends on your financial goals, risk tolerance, and preferred advisory approach. The firms listed above offer a range of services, from investment management to comprehensive retirement planning, ensuring you find the right fit for your needs. Whether you prioritize fee-only fiduciary advice or full-service wealth management, Baltimore has reputable professionals ready to guide you toward a secure retirement.
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