CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Cetera Investment Advisers
41yrs
Joyce WallaceFinancial advisor
10008 Colesville Road Suite B
Silver Spring, MD 20901
Top 3% by experience in Maryland
CPA/PFSFiduciary
Lasalle St. Investment Advisors
37yrs
Charles ImhoffFinancial advisor
809 Gleneagles Ct Suite 112
Baltimore, MD 21286
Top 5% by experience in Baltimore
CPA/PFS
Cbiz Investment Advisory Services
36yrs
John SmythFinancial advisor
50 Baltimore Street
Cumberland, MD 21502
Top 3% by experience at Cbiz Investment Advisory Services
CFP®CPA/PFS
MAI Capital Management
34yrs
Joseph GeierFinancial advisor
2205 Warwick Way Suite 200
Marriottsville, MD 21104
Top 7% by experience at MAI Capital Management
CPA/PFSFiduciary
Abel Financial Management
Top advisor by experience in Eldersburg
CFP®CPA/PFS
LPL Financial
33yrs
Mark KaminsFinancial advisor
645 Baltimore Annapolis Blvd Suite 218
Severna Park, MD 21146
Top 11% by experience in Maryland
CPA/PFSFiduciary
Lasalle St. Investment Advisors
Top 12% by experience in Maryland
CPA/PFSFiduciary
Kestra Advisory Services
32yrs
David AsherFinancial advisor
5060 Dorsey Hall Dr
Ellicott City, MD 21042
Top 7% by experience in Ellicott City
CPA/PFSFiduciary
LPL Financial
32yrs
Keith ManningFinancial advisor
645 Baltimore Annapolis Blvd Suite 218
Severna Park, MD 21146
Top 13% by experience in Maryland
CPA/PFSFiduciary
Glass Jacobson Wealth Advisors
31yrs
Jonathan DinkinsFinancial advisor
10711 Red Run Blvd, Suite 101
Owings Mills, MD 21117
Top 5% by experience in Owings Mills
CPA/PFSFiduciary
Towson Financial Advisors
Top 17% by experience in Maryland
CFP®CPA/PFS
LPL Enterprise
29yrs
Norris BrodskyFinancial advisor
909 Rose Avenue Suite 650
North Bethesda, MD 20852
Top 15% by experience at LPL Enterprise
CFP®CPA/PFSFiduciary
Cook Wealth Management
Top 19% by experience nationwide
CPA/PFSFiduciary
Chesapeake Financial Advisors
28yrs
Thomas TaylorFinancial advisor
401 Jefferson Avenue
Towson, MD 21286
Top 19% by experience nationwide
CPA/PFSFiduciaryFee-only firm
Cetera Investment Advisers
28yrs
Kevin BradleyFinancial advisor
416 Hungerford Dr. Suite. 3333
Rockville, MD 20850
Top 20% by experience nationwide
CPA/PFSFiduciary
ESI Financial Advisors
28yrs
Jeffrey BermanFinancial advisor
307 International Circle Suite 620
Hunt Valley, MD 21030
Top 20% by experience nationwide
CFP®CPA/PFS
Kestra Advisory Services
27yrs
David RoperFinancial advisor
13237 Executive Park Terrace,
Germantown, MD 20874
Top 15% by experience in Germantown
CPA/PFSFiduciary
PKS Investment Advisors
27yrs
John SternFinancial advisor
1801 Sweetbay Drive
Salisbury, MD 21804
Top 23% by experience nationwide
CPA/PFSFiduciaryFee-only firm
Cetera Investment Advisers
Top 23% by experience in Columbia
CPA/PFSFiduciary
Cambridge Investment Research Advisors
More experience than 74% of advisors nationwide
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
Top 23% by experience in Silver Spring
CPA/PFSFiduciary
Ameriprise Financial Services
26yrs
Ingrid LambFinancial advisor
200 Westgate Circle Suite 400
Annapolis, MD 21401
More experience than 73% of advisors nationwide
CPA/PFSFiduciary
Chesapeake Wealth Strategies
More experience than 72% of advisors nationwide
CPA/PFSFiduciary
CW Advisors
More experience than 71% of advisors nationwide