Fiduciary advisors in Annapolis, MD

Annapolis, Maryland

Curio Wealth is an Annapolis-based financial advisory firm offering estate planning, financial planning, and investment management services. The firm employs a relationship-driven approach that emphasizes understanding client values and simplifying financial complexity, and its advisors include CFP® professionals. The firm's investment strategy is described as evidence-based and guided by client objectives and goals.

Annapolis, Maryland

Keel Point is a wealth management firm based in Annapolis that offers investment management and family office services for individuals and institutions. The firm provides customized wealth strategies rather than standardized solutions, with access to both traditional and alternative investment managers. Keel Point operates as a platform for financial advisors, supporting them with compliance infrastructure, marketing resources, and a collaborative environment to serve their clients' portfolio and wealth planning objectives.

Annapolis, Maryland

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Annapolis, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.5-star rating from 2 Google reviews.

Annapolis, Maryland

Burley Financial Group, LLC, based in Annapolis, Maryland, provides financial planning and investment management services with a specialization in retirement planning. The firm emphasizes a collaborative approach that relies on clear communication between advisor and client to develop financial and insurance strategies tailored to individual circumstances.

Annapolis, Maryland

Fee-Only

Modera Wealth Management is an independent, fee-only fiduciary firm based in Annapolis, Maryland, serving clients throughout the greater Chesapeake Bay area. The firm offers financial planning, investment management, retirement planning, tax planning, estate planning, and insurance analysis. Their service model combines detailed financial planning with ongoing investment guidance and personal consultation for clients managing complex wealth or navigating significant life transitions.

Annapolis, Maryland

Synergy Divorce Solutions is a boutique financial advisory firm in Annapolis, Maryland, specializing in divorce financial planning and settlement analysis. The firm is led by Steven F. Bryant, a Certified Divorce Financial Analyst® (CDFA), who provides financial analysis, mediation support, and settlement assessment services to divorcing clients throughout the DMV region. The firm's approach emphasizes transparent, objective analysis to help clients understand equitable settlement options and make informed financial decisions during divorce proceedings.

Annapolis, Maryland

WBO Partners at Alex Brown-Raymond James provides comprehensive financial planning and investment advisory services to families, business owners, professionals, and institutions from offices in Annapolis, Maryland and Washington, DC. The firm's principal, G.D. 'Bo' Bragaw III, brings over 30 years of experience in capital growth and preservation strategies, with a planning approach centered on understanding clients' financial positions, goals, and risk capacity. The firm is a Raymond James affiliate operating as a registered financial advisory practice, with recognition on the 2024 Forbes Best-in-State Wealth Advisors list and AdvisorHub's Advisors to Watch ranking.

Annapolis, Maryland

Wealthspire is an investment advisory firm in Annapolis, Maryland. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.