Fiduciary advisors in Bethesda, MD

Bethesda, Maryland

Ellen Tillman & Company, based in Bethesda, Maryland, provides financial planning services with specialties in retirement planning and investment management. The firm operates as a team-based advisory practice and indicates it collaborates with external specialists to support client objectives.

Bethesda, Maryland

Equity Planning Inc. is an investment advisory firm in Bethesda, Maryland. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Bethesda, Maryland

Erin Caines is a New York Life Insurance agent operating in the Bethesda area who provides financial planning with a focus on retirement planning and investment management. Licensed to sell insurance products through New York Life Insurance Company, she holds a BS from LeMoyne College and completed the company's training program. She serves families and individuals seeking guidance on insurance protection, college funding, retirement preparation, and care for aging relatives.

Bethesda, Maryland

King Tide Advisors DC is a financial planning firm in Bethesda, Maryland that serves families and small business owners. The firm offers comprehensive financial planning services including goal-setting, risk management, and education planning with a focus on 529 plans and other tax-advantaged strategies. Their approach emphasizes personalized planning that adapts to life changes through ongoing review and adjustments. The firm works with clients on retirement preparation, investment management, education funding, and business transition planning.

Bethesda, Maryland

MAI Capital Management is a Bethesda-based wealth management firm serving high net worth individuals and families with financial planning, investment management, and comprehensive advisory services. The firm operates as fiduciaries and combines personalized, goals-based planning with access to integrated services spanning portfolio management, tax and accounting support, insurance solutions, alternative investments, and family governance. With over 50 years of history, MAI provides an in-house team approach to address complex financial and life planning needs across multiple generations.

Bethesda, Maryland

Independent RIA

Maria S. Nikitina, Financial Advisor - Eagle Strategies is an independent ria firm in Bethesda, Maryland. It acts as a fiduciary. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bethesda, Maryland

Aether Financial Group, founded in 2020 by Matthew Pisera, provides financial planning services based in Bethesda, Maryland. Pisera holds advanced credentials including CFP®, ChFC®, CLU®, RICP®, and WMCP®, and focuses on retirement planning that emphasizes spending clarity, income strategy design, and risk management. The firm works with individuals and families across various life stages, integrating tax strategy, Required Minimum Distribution planning, long-term care considerations, and legacy coordination into its planning process. The practice employs evidence-based approaches to help clients align financial decisions with personal goals and life transitions.

Bethesda, Maryland

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bethesda, 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 1-star rating from 1 Google review.

Bethesda, Maryland

Mitchell Katz, Partner - Capital Associates Wealth Management, LLC is an investment advisory firm in Bethesda, Maryland. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Bethesda, Maryland

Ray Roach, Founder & Principal Financial Advisor - R2 Vision is an investment advisory firm in Bethesda, Maryland. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Bethesda, Maryland

Robert Ugiansky, Partner - Capital Associates Wealth Management LLC is an investment advisory firm in Bethesda, Maryland. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bethesda, Maryland

Sandbox Financial Partners is an independent, employee-owned firm based in Bethesda, Maryland that offers financial planning and investment management services. Operating as a fiduciary, the firm develops personalized financial strategies addressing areas such as education planning, retirement, and eldercare. The firm is not affiliated with banks, brokerages, or insurance companies, and structures its advice around client understanding and transparency rather than proprietary products.

Bethesda, Maryland

Scott A. Weitz, President - Weitz Financial Group, LLC is an investment advisory firm in Bethesda, Maryland. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.