Wealth Management Firms Catonsville MD

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Catonsville, MD. We have compiled a list of businesses and services around Catonsville, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Michael Kelly
Michael R. Kelly, CFP, EA
(410) 747-0708
1172 St. Agnes Lane
Baltimore, MD
Expertises
Ongoing Investment Management, Tax Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Tom Taylor
Chesapeake Financial Advisors
(410) 823-5442
401 Washington Avenue, Suite 804
Towson, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners, Advising Medical Professionals, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Timothy Chase
WMS Partners
(410) 337-7575 Ext: 112
305 Washington Avenue, Suite 200
Towson, MD
Expertises
Charitable Giving - Trusts & Foundations, Insurance Related Issues, including Annuities, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CLU, CPA/PFS

Nancy Bryant
Greenspring Wealth Management, Inc.
(443) 564-4600
501 Fairmount Avenue, Suite 201
Towson, MD
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Advising Entrepreneurs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MBA

R. Saxon Birdsong
Baltimore-Washington Financial Advisors, Inc.
(410) 461-3900
5950 Symphony Woods Road, Suite 600
Columbia, MD
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, MBA

Kirk Kinder
Picket Fence Financial
(410) 878-2999
300 E. Lombard St.
Baltimore, MD
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Hourly Financial Planning Services, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Martin Eby
WMS Partners
(410) 337-7575 Ext: 112
305 Washington Avenue, Suite 200
Towson, MD
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Parr
Parr Financial Solutions, Inc.
(410) 740-9011
10320 Little Patuxent Parkway, Suite 1200
Columbia, MD
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Chad Norfolk
Financial Advantage, Inc.
(410) 715-9200
5950 Symphony Woods Road, Suite 100
Columbia, MD
Expertises
Retirement Plan Investment Advice, Estate & Generational Planning Issues, Ongoing Investment Management, Special Needs Planning, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

J. Patrick Collins
Greenspring Wealth Management, Inc.
(443) 564-4600
501 Fairmount Avenue, Suite 201
Towson, MD
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874