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Financial Advisors in Upper Marlboro, MD

How to choose a financial advisor in Upper Marlboro

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Zaneilia Harris

Financial Advisor

HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC

Upper Marlboro, MD

ProfileNo contact yet

Emily Downie

Financial Advisor

APOLLON WEALTH MANAGEMENT, LLC

Upper Marlboro, MD

ProfileNo contact yet

Douglas Hayes

Financial Advisor

LEGACY INVESTING & WEALTH MANAGEMENT LLC

Upper Marlboro, MD

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