Find Top Financial Advisors Near Hagerstown, Maryland
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Steigerwald, Gordon & Koch - Wealth Advisors
Virginia, Leesburg
Steigerwald, Gordon & Koch - Wealth Advisors, based out of Leesburg, VA, is a distinguished investment advisory firm that provides comprehensive wealth management services. With a team of 14 dedicated professionals, including 7 experienced investment advisors, they are well-equipped to serve their clients' financial needs.
With an average of $53,260,000 in assets under management per investment advisor, Steigerwald, Gordon & Koch's performance aligns with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients receive tailored and transparent financial solutions.
With over 280 individual clients, Steigerwald, Gordon & Koch manages an impressive $915,846,000 in assets. The firm primarily caters to high net worth individuals, reflecting their expertise in handling substantial portfolios. While a significant portion of their assets under management pertains to high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts comprise less than 30% of their total assets.
Operating out of four offices, Steigerwald, Gordon & Koch has established a strong local presence in the Leesburg area. The firm boasts a team of highly experienced advisors, including notable individuals like John Steigerwald, Darren Koch, and Jeffrey Gordon, who have contributed significantly to the firm's success.
Steigerwald, Gordon & Koch - Wealth Advisors is committed to delivering personalized investment strategies, preserving wealth, and helping clients achieve their financial goals. With their seasoned team and client-centric approach, they continue to be a trusted partner for individuals seeking comprehensive wealth management services.
Kilner Capital Advisors, Llc
Maryland, Gaithersburg
Kilner Capital Advisors, LLC, headquartered in Gaithersburg, MD, is a highly regarded investment advisory firm that has been providing exceptional financial services since its establishment. With a team of three dedicated professionals, including two experienced investment advisors, the company delivers top-tier guidance and support to its diverse clientele.
With an impressive average of approximately $276,230,000 in assets under management per investment advisor, Kilner Capital Advisors surpasses the industry average, highlighting their expertise and ability to generate significant value for their clients. Their compensation structure encompasses various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs.
With over 150 individual clients, Kilner Capital Advisors manages a substantial amount of assets, exceeding $251,130,000. While the majority of these assets are allocated for high-net-worth individuals, the firm also possesses the expertise and capacity to effectively handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Notably, all the assets entrusted to Kilner Capital Advisors are managed on a discretionary basis, reflecting their clients' confidence in their decision-making abilities.
As a small but reputable investment advisory firm, Kilner Capital Advisors operates from two offices, serving clients with personalized attention and tailored strategies. Joseph Kilner and Melinda Wiedel, both seasoned registered advisors, contribute their extensive industry experience and knowledge to the firm, enhancing its ability to deliver exceptional financial guidance and achieve clients' investment objectives.
The Hoerner Planning Group, Llc
Virginia, Middleburg
The Hoerner Planning Group, LLC, a small investment advisory firm based out of Middleburg, VA, boasts an impressive track record in managing assets for high net worth individuals. With over 160 individual clients and a staggering $1,104,920,000 in assets under management, they have firmly established themselves as a trusted partner in financial planning and investment strategies.
With one office serving as their base of operations, The Hoerner Planning Group takes a personalized approach to their clients' needs. They offer a range of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client goals.
The firm's success is fueled by a dedicated team of eight employees, with four of them specifically focused on providing investment advisory services. Their expertise and commitment to excellence enable them to efficiently manage a substantial average of $276,230,000 in assets per investment advisor, significantly surpassing the industry average.
The Hoerner Planning Group prides itself on its long-standing advisors, who bring extensive experience to the table. Notable names among their seasoned professionals include Christopher Hoerner, Henry Hoerner, and Sarah Albritton, each contributing unique insights and adding depth to the firm's advisory capabilities.
With their impressive assets under management, commitment to client satisfaction, and a team of experienced professionals, The Hoerner Planning Group, LLC is well-positioned to provide exceptional financial planning and investment services to individuals seeking tailored strategies for long-term success.
Financial Services Advisory
Maryland, Rockville
Financial Services Advisory, based out of Rockville, MD, is a prominent investment advisory firm catering to a diverse clientele. With over 580 individual clients, they have accumulated an impressive $707,792,000 in assets under management. The firm operates from a single office and offers comprehensive financial services to meet the unique needs of each client.
While 401K and individual accounts account for less than 30% of their assets under management, Financial Services Advisory possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they oversee are discretionary, reflecting the trust clients place in their investment strategies.
Specializing in high net worth individuals, Financial Services Advisory handles a substantial portion of managed assets in this segment. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to accommodate diverse client preferences.
With a dedicated team of 13 employees, including nine experienced investment advisors, Financial Services Advisory maintains a client-centric approach. On average, each investment advisor manages approximately $78,640,000 in assets, in line with industry standards. The firm takes pride in its seasoned professionals, with notable advisors such as Ronald Rough, James Joseph, and David Petersen, who have established long-standing relationships with their clients.
Financial Services Advisory's commitment to personalized financial solutions, comprehensive expertise, and impressive asset management performance has solidified their position as a trusted and reliable partner for individuals seeking effective wealth management strategies.
Ferguson-Johnson Wealth Management, Inc.
Maryland, Rockville
Ferguson-Johnson Wealth Management, Inc. is a small investment advisory firm based out of Rockville, MD. With a team of three dedicated professionals, they provide personalized financial services to their clients. The firm distinguishes itself with an impressive average of approximately $175,480,000 in assets under management per investment advisor, which surpasses the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees.
Ferguson-Johnson Wealth Management, Inc. caters to a diverse client base, serving over 110 individual clients with a total of more than $221,063,000 in assets under management. The majority of the assets they manage are held by high net worth individuals, while 401K and individual accounts represent less than 30% of their assets. Nonetheless, the firm possesses the capacity to effectively oversee employer funds. Impressively, 97% of the assets they manage are under their discretion.
With a single office in Rockville, MD, Ferguson-Johnson Wealth Management, Inc. ensures a personalized and accessible approach to serving their clients' financial needs. William Powell and Derek Johnson are the firm's longest tenured registered advisors, contributing their extensive experience and expertise to the team.
Overall, Ferguson-Johnson Wealth Management, Inc. stands out as a reputable and successful advisory firm, offering comprehensive financial solutions and managing substantial assets on behalf of their discerning clientele.
Carmichael Hill & Associates Inc
Maryland, Gaithersburg
Carmichael Hill & Associates Inc, a local investment advisory firm based out of Gaithersburg, MD, boasts a solid reputation in the financial industry. With over 100 individual clients and an impressive $276,878,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating from a single office, they cater to a diverse range of clients, specializing in high net worth individuals.
While their assets under management predominantly consist of discretionary funds, Carmichael Hill & Associates Inc possesses the expertise to effectively handle employer funds as well. Their comprehensive compensation structure offers flexibility, including options such as a percentage of assets under management, fixed fees, and hourly charges.
Committed to delivering personalized investment advisory services, the firm's team of five dedicated employees collectively handles all aspects of wealth management. On average, each investment advisor oversees approximately $55,380,000 in assets under management, aligning with the industry average.
Carmichael Hill & Associates Inc values the experience and expertise of their longest-tenured advisors, including Morgan Tester, Matthew Bacon, and James Stewart. These professionals contribute to the firm's solid foundation and reputation.
As a forward-thinking investment advisory firm, Carmichael Hill & Associates Inc remains committed to providing exceptional financial guidance and strategic investment solutions to their esteemed clientele. With a focus on individual and employer funds, they continuously strive to exceed expectations and ensure long-term financial success for their clients.
Arbor Private Wealth, Llc
Virginia, Ashburn
Arbor Private Wealth, LLC is a highly regarded investment advisory firm based in Ashburn, VA. With a dedicated team of three employees, all of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach.
Serving over 50 individual clients, Arbor Private Wealth, LLC manages assets exceeding $106,328,000. The firm's expertise lies in managing the portfolios of high-net-worth individuals, with the majority of the assets they oversee belonging to this segment. Additionally, while 401K plans and individual accounts comprise less than 30% of their assets under management, Arbor Private Wealth, LLC possesses the capability and experience to effectively handle employer funds.
Operating with discretion over 67% of the assets they manage, the firm upholds strict confidentiality and focuses on personalized strategies tailored to each client's unique financial goals. With two offices in Ashburn, VA, Arbor Private Wealth, LLC ensures accessibility and convenience for their clients.
The firm takes pride in its team of experienced advisors, including Sara Kanig, Amy Showalter, and Eric Showalter, who boast extensive tenures at the company. Their long-standing presence and expertise contribute to the firm's success in delivering top-notch investment advisory services. Arbor Private Wealth, LLC stands as a trusted partner, dedicated to helping clients navigate the complexities of wealth management and achieve their financial aspirations.
Beacon Investment Advisors Llc
Maryland, Gaithersburg
Beacon Investment Advisors LLC, a small investment advisory firm based out of Gaithersburg, MD, is committed to providing comprehensive investment advisory services. With one office, the firm focuses on managing assets for high net worth individuals, boasting over 50 individual clients and an impressive $219,921,000 in assets under management. Led by the experienced and dedicated Cornell Abod, a registered advisor since 2003, Beacon Investment Advisors prides itself on its expertise and personalized approach to wealth management.
The firm's exceptional asset management capabilities are reflected in their average assets under management per investment advisor, which stands at approximately $219,920,000, a figure that surpasses the industry average. Beacon Investment Advisors' compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with clients' interests.
While employer funds constitute a significant portion of their managed assets, 401(k) and individual accounts represent less than 30% of the total. Notably, the firm manages 100% of the assets under their purview on a discretionary basis, demonstrating their expertise and authority in decision-making.
Beacon Investment Advisors LLC distinguishes itself by cultivating long-standing client relationships, offering tailored investment strategies, and delivering exceptional results. With their unwavering commitment to client satisfaction and proven track record, Beacon Investment Advisors remains a trusted partner for individuals seeking expert guidance in achieving their financial goals.
Turning Point Financial
Maryland, Frederick
Turning Point Financial is a highly reputable local investment advisory firm located in Frederick, MD. With two offices, they cater to a diverse client base of over 920 individuals and manage an impressive $238,178,000 in assets. Specializing in employer 401Ks and individual investments, Turning Point Financial possesses extensive expertise in this realm.
The firm takes pride in its comprehensive range of services, which extend beyond investment advisory to encompass insurance brokerage and accounting. As a result, clients benefit from a holistic approach to their financial well-being. Turning Point Financial operates under a discretionary model, managing 100% of the assets they oversee.
With a compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, Turning Point Financial ensures flexibility and transparency in its client relationships. The firm's team comprises 17 dedicated professionals, 13 of whom are investment advisors. Notable among them are Brandon Layo, Jason Topper, and Brennan Gmeiner, who have accumulated significant experience and tenure at the firm.
Notably, Turning Point Financial boasts an impressive average of $18,320,000 in assets under management per investment advisor, indicating their commitment to providing personalized and attentive service to each client. Through their exceptional track record and unwavering dedication, Turning Point Financial has established itself as a trusted and reliable partner for individuals and businesses seeking financial guidance and wealth management strategies.
Trunorth Financial Services, Inc.
Pennsylvania, Chambersburg
Trunorth Financial Services, Inc. is a small investment advisory firm based out of Chambersburg, PA, specializing in providing comprehensive financial solutions to individuals and employer 401K plans. With a team of six dedicated professionals, including three experienced investment advisors, Trunorth Financial Services delivers personalized strategies tailored to their clients' unique financial goals.
Their impressive track record is evident in their high average assets under management per investment advisor, which stands at approximately $153,240,000, surpassing the industry average. This success can be attributed to their expertise in managing a diverse range of assets, including a significant portion from employer 401Ks and individual investors. In fact, over $180,005,000 of assets under management come from more than 320 individual clients.
Trunorth Financial Services distinguishes itself by offering a flexible compensation structure that aligns with their clients' needs. They employ various models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships.
With a strong focus on delivering exceptional service, Trunorth Financial Services has cultivated a loyal client base over the years. They take pride in their extensive experience in the employer 401K space, and their 100% discretionary asset management approach provides clients with peace of mind, knowing that their investments are in capable hands.
Among the firm's notable advisors are Christopher Jackson, Noah Eshenaur, and Kristin Ramsay, who boast significant industry experience and contribute to the firm's longstanding success. With one office serving their clients' needs, Trunorth Financial Services continues to provide comprehensive financial guidance and superior investment advisory services.
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Trunorth Financial Services, Inc.
Pennsylvania, Chambersburg
Trunorth Financial Services, Inc. is a small investment advisory firm based out of Chambersburg, PA, specializing in providing comprehensive financial solutions to individuals and employer 401K plans. With a team of six dedicated professionals, including three experienced investment advisors, Trunorth Financial Services delivers personalized strategies tailored to their clients' unique financial goals.
Their impressive track record is evident in their high average assets under management per investment advisor, which stands at approximately $153,240,000, surpassing the industry average. This success can be attributed to their expertise in managing a diverse range of assets, including a significant portion from employer 401Ks and individual investors. In fact, over $180,005,000 of assets under management come from more than 320 individual clients.
Trunorth Financial Services distinguishes itself by offering a flexible compensation structure that aligns with their clients' needs. They employ various models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships.
With a strong focus on delivering exceptional service, Trunorth Financial Services has cultivated a loyal client base over the years. They take pride in their extensive experience in the employer 401K space, and their 100% discretionary asset management approach provides clients with peace of mind, knowing that their investments are in capable hands.
Among the firm's notable advisors are Christopher Jackson, Noah Eshenaur, and Kristin Ramsay, who boast significant industry experience and contribute to the firm's longstanding success. With one office serving their clients' needs, Trunorth Financial Services continues to provide comprehensive financial guidance and superior investment advisory services.
Sol Capital Management Co
Maryland, Rockville
Sol Capital Management Co, based out of Rockville, MD, is a local investment advisory firm with a team of 27 dedicated professionals. Among them, 8 experts specialize in providing top-notch investment advisory services. With an average of $46,180,000 in assets under management per investment advisor, Sol Capital Management Co maintains a competitive standing within the industry. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees.
Notably, Sol Capital Management Co boasts an impressive portfolio, managing over $2,386,672,000 in assets for more than 120 individual clients. All of the assets they oversee are handled with a discretionary approach, ensuring flexibility and strategic decision-making. With a strong presence in the area, the firm operates from nine offices throughout Rockville, MD.
What sets Sol Capital Management Co apart is the expertise and experience of their team. Maria Camp, Rajmiel Odinec, and Samuel Sandler, among others, are some of the longest tenured advisors at the firm. Their collective knowledge and skill contribute to the firm's success and its ability to provide comprehensive and personalized investment advice.
In summary, Sol Capital Management Co is a locally renowned investment advisory firm in Rockville, MD. With a team of dedicated professionals, they manage substantial assets for a diverse client base. Through their expertise and personalized approach, Sol Capital Management Co strives to meet the financial goals and aspirations of their valued clients.
Water Street Financial Llc
Virginia, Winchester
Water Street Financial LLC is a reputable investment advisory firm located in Winchester, VA. With a single office, they provide comprehensive financial services to their local clientele. The firm is comprised of a dedicated team of eight professionals, with six of them specializing in investment advisory services.
With an impressive average of $24,550,000 in assets under management per investment advisor, Water Street Financial LLC demonstrates a strong track record in managing client investments. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees.
Water Street Financial LLC has garnered extensive experience in managing assets from employer 401(k) plans and individual accounts, which collectively contribute to approximately half of their assets under management. This expertise in the retirement plan space positions them as trusted advisors in helping clients secure their financial futures.
An impressive 79% of the assets they manage are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With over 280 individual clients, Water Street Financial LLC oversees a substantial portfolio with assets under management totaling over $147,272,000.
The firm is proud of its team of experienced advisors, with Anthony Sutton, Jeffrey Reid, and Christopher Cotterell being among the longest-tenured professionals. Their deep industry knowledge and commitment to client success have been instrumental in building lasting relationships with their valued clients.
Water Street Financial LLC continues to be a trusted partner, offering personalized financial strategies and expert guidance to individuals and businesses in Winchester and beyond.
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