Fiduciary advisors in Frederick, MD

Frederick, Maryland

Bestgate Wealth Advisors is a fiduciary financial advisory firm in Frederick, Maryland founded by CPAs and CFP® practitioners. The firm specializes in financial planning and comprehensive wealth management for retirees and business owners, with particular emphasis on tax strategy integration for clients approaching retirement. Operating on a fee-only basis with no commissions, the firm combines tax planning expertise with individualized, process-driven planning strategies.

Frederick, Maryland

Independent RIA

Capitol Securities Management is an independent retail brokerage and investment advisory firm founded in 1985 and headquartered in the Mid Atlantic, with offices across the eastern seaboard from Florida to New York. The firm employs over 150 investment professionals serving approximately 16,000 customer accounts, and emphasizes personalized portfolio management based on individual client circumstances rather than proprietary product sales. As a privately owned company, it structures its business around advisor and client interests, offering wealth management services grounded in what the firm describes as a balanced investment philosophy.

Frederick, Maryland

Covenant Capital - Raymond James is an investment advisory firm in Frederick, Maryland. The office has a wheelchair-accessible entrance.

Frederick, Maryland

McCaskill Financial is an investment advisory firm in Frederick, Maryland. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 17 Google reviews.

Frederick, Maryland

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Frederick, 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.