Investing Catonsville MD

Investing is facilitated by brokers, investment bankers, investment banking sales agents, traders, floor brokers, and investment services sales agents in Catonsville, MD. Brokers are the most common type of securities sales agents. Brokers advise clients on their investment decisions. Then, once an investment decision has been reached, the broker sends the order to the floor of the securities exchange. Please read on to find local listings for financial planning and investment services in your area.

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

Mark Stinson
Baltimore-Washington Financial Advisors, Inc.
(410) 461-3900
5950 Symphony Woods Road, Suite 600
Columbia, MD
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, 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®

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®

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

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

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