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Best Wealth Advisors in Baltimore
Baltimore Wealth Managers
When it comes to securing your financial future, the right advisor can make all the difference. Baltimore is home to a remarkable community of wealth advisors and wealth managers who provide clients with strategies that build stability, growth, and confidence. These professionals represent a mix of independent consultants, leaders of boutique practices, and advisors at respected firms, each offering unique perspectives and skills. Their expertise reflects not just technical knowledge but a genuine dedication to guiding individuals, families, and businesses through life’s financial decisions.
At Digital Reference, we know that finding the right wealth advisor or wealth manager goes beyond credentials. We connect decision-makers with trusted professionals, making it easier to identify the experts who are truly making an impact in Baltimore’s financial landscape.
Methodology: How We Chose These Baltimore-based Wealth Advisors
To ensure this list highlights only the most trusted professionals, we followed a careful research-driven process:
📊 Research-driven: Verified public results, case studies, and planning frameworks.
🗣️ Client-reviewed: Real feedback, proven ROI, and client satisfaction.
🏆 Industry recognition: Awards, speaking engagements, and thought leadership in wealth management.
📍 Location-based: Advisors and managers with active roles and roots in the Baltimore region.
🌟 Meet the Wealth Advisors Making Things Happen in Baltimore
♦️ Mark DeGroat
Wealth Advisor, Financial Advisor, CFP®, CDFA ® at SC&H Group
As a Certified Financial Planner®, Mark DeGroat’s career has been dedicated to delivering clarity and trust in wealth management. His fiduciary approach ensures that client needs always come first, and his attention to detail reflects a deep commitment to professional excellence. Mark’s reputation in Baltimore is built on transparency and client-centered strategies.
He is known for his strengths in fiduciary financial planning, offering straightforward, actionable guidance that simplifies complex decisions for his clients.
💡Why Mark DeGroat stands out as a Wealth Advisor
📊 Fiduciary-first approach, always prioritizing client interests
🔍 Transparent and clear communication style
🏅 Certified expertise as a CFP® professional
🎯 Focus on long-term client goals and outcomes
♦️ Frederick Zeller
Wealth Management, Financial Advisor at RCR Wealth Advisors of Janney Montgomery Scott LLC
Frederick Zeller has become a reliable resource for Baltimore clients seeking stability and clarity in their financial lives. With years of experience, he provides guidance that blends investment management with broader wealth strategies tailored to client priorities.
He is known for delivering customized financial solutions with a strong focus on retirement and legacy planning.
💡Why Frederick Zeller stands out as a Wealth Advisor
🧮 Precision and detail in planning
💡 Ability to tailor strategies to individual goals
🛡️ Trusted for steady, reliable guidance
📌 Focus on retirement and legacy growth
♦️ Alexander Knapp
Wealth Planner at Garrison Forest Advisory Group
Alexander Knapp is a Certified Retirement Plan Counselor specializing in helping clients prepare for and navigate retirement. His expertise spans retirement income strategies, portfolio construction, and personalized planning that ensures financial security in later life. With a career dedicated to guiding clients through complex financial transitions, Alexander brings clarity and confidence to a stage of life that requires careful foresight. He combines technical retirement knowledge with a client-first philosophy, making him a trusted partner for those seeking stability and peace of mind.
💡 Why Alexander stands out as a Wealth Advisor
🌳 CRPC™ certification in retirement counseling
📌 Knowledgeable in income strategies and portfolio construction
✨ Focus on sustainable, client-aligned retirement plans
🏆 Known for attention to retirement detail and dependability
♦️ Katie Herbst
President I Wealth and Financial Advisor
🔗 LinkedIn / 🌐 Okun Financial Group
Katie Herbst is a wealth advisor who partners with clients to design financial strategies that evolve alongside life transitions. With a thoughtful, relationship-driven approach, she works to understand the bigger picture behind every financial decision. Katie integrates investment management, planning, and personal goals to create clear, adaptable strategies that help clients feel confident about their financial future. She is deeply committed to communication, ensuring that her clients are empowered and informed throughout the planning process.
💡 Why Katie stands out as a Wealth Advisor
🌳 Focus on aligning plans with life transitions
📌 Holistic view of finance and purpose
✨ Emphasizes communication and client empowerment
🏆 Respected for adaptability and relational approach
♦️ Mark Ring
Managing Partner and Wealth Advisor
🔗 LinkedIn / 🌐 Jacob William Advisory
Mark Ring is a financial advisor who takes a holistic approach to wealth management, focusing on aligning investment strategies with clients’ life goals. With years of experience guiding individuals and families, he provides tailored advice that integrates financial planning, risk management, and long-term vision. Mark’s commitment to delivering clarity and purpose-driven strategies has earned him the trust of his clients, who rely on him for both practical insights and forward-looking guidance. His work is defined by a dedication to integrity, transparency, and measurable results.
💡 Why Mark stands out as a Wealth Advisor
🌳 Aligns investments with client purpose
📌 Committed to tailored, well-integrated plans
✨ Emphasis on clarity and value-driven advice
🏆 Trusted for consistency and deep client focus
♦️ Chris Thomas
Personal Wealth Advisor and Co-Managing Director
🔗 LinkedIn / 🌐 Forty Wealth (Forty W Advisors)
Chris Thomas is a seasoned financial advisor recognized for blending technical expertise with a highly personalized approach to planning. He works closely with clients to build resilient financial strategies that address both immediate needs and long-term aspirations. Chris is passionate about creating clarity, simplifying financial complexity, and providing guidance that empowers clients to make informed decisions. His collaborative style ensures that every plan reflects both sound financial principles and the unique values of each client.
💡 Why Chris stands out as a Wealth Advisor
🌳 Balanced approach mixing strategy and relationship
📌 Translating complex finances into understandable plans
✨ Emphasis on adaptability and long-term support
🏆 Respected for dependability and thoughtful advice
♦️ Brian Osteen
Associate Wealth Management Advisor at Palmieri & Shannahan
Brian Osteen brings extensive experience in financial planning to his clients, guiding them with strategies that balance opportunity and risk. His approach is rooted in understanding client needs and delivering results that match their long-term vision.
He is particularly recognized for his investment-driven planning style, helping clients build portfolios that align with their broader financial objectives.
💡Why Brian Osteen stands out as a Wealth Advisor
📈 Skilled in portfolio development
🧠 Analytical mindset applied to client goals
🤝 Trusted for client-centered service
🌟 Consistent track record in Baltimore
♦️ Ben Offit
Partner, Senior Wealth Advisor at Composition Wealth
Ben Offit is a wealth advisor who has built his career around helping clients transform financial aspirations into well-defined strategies. With a strong foundation in investment management and holistic planning, he emphasizes clarity, education, and open communication to ensure clients understand every step of the process. Ben’s commitment to tailoring advice allows him to provide meaningful guidance for individuals, families, and business owners alike. His forward-thinking perspective positions clients for both short-term stability and long-term success.
💡 Why Ben stands out as a Wealth Advisor
🌳 Strong market/investment acumen
📌 Guides clients with both vision and pragmatism
✨ Emphasis on communication and alignment
🏆 Recognized for trustworthiness and clarity
♦️ Lindsey Young
Financial Planner and Advisor, Investment Advisor
🔗 LinkedIn | 🌐 Quiet Wealth Website
Lindsey Young is the founder of Quiet Wealth, a Baltimore-based advisory firm offering comprehensive financial planning and investment management services. Before founding Quiet Wealth, she spent over 15 years working in finance in Silicon Valley, including investment banking (M&A, IPOs, leveraged finance) and advising businesses across multiple industries. She holds an MBA from Harvard Business School and a BA in Economics & Psychology from Williams College and is both a CFP® professional and a Certified Exit Planning Adviser. Lindsey is also licensed in MD as an insurance adviser, serves on the Baltimore Estate Planning Council, and previously held leadership roles with nonprofits, including the board presidency of FreeState Justice.
💡Why Lindsey Young stands out as a Wealth Advisor
🏆 Deep dual credentials (CFP®, CEPA®, Harvard MBA) combined with real-world high finance experience
🌈 Strong specialized service for LGBTQ clients and households, offering a safe, informed space for those with diverse life circumstances
💵 Clear, flat-fee, and project-based pricing models, with ongoing advisory available for households with complex needs or substantial assets
🔧 Excellent follow-through on implementation, including a set period (roughly 60 days) of implementation support after planning projects
The Lasting Relevance of Wealth Advisors in Shaping Financial Confidence
Wealth advisors in Baltimore stand out as trusted guides who combine technical expertise with a client-first approach. Their relevance is rooted in helping individuals and families align financial strategies with personal goals, offering both clarity and peace of mind. With diverse backgrounds and recognized credentials, they bring decades of experience in investment planning, retirement strategies, and long-term wealth preservation. Many are distinguished for their ability to simplify financial decisions, ensuring clients feel confident, informed, and secure. Their achievements highlight a consistent focus on building trust, fostering financial literacy, and delivering sustainable results.
At Digital Reference, radical authenticity drives every insight, offering clarity that resonates with real decision-making. Its importance lies in creating trust and transparency, empowering leaders to navigate with confidence.
Explore more from Digital Reference to uncover deeper insights that shape stronger financial and professional strategies.
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- Financial Advisors in the USA to Watch For
- Find Finance Consultants Near Me
Advisors and professionals alike thrive when they can access resources that bring clarity, direction, and insight. Having a guide that highlights trusted strategies ensures better choices and stronger outcomes. This is where perspective becomes a foundation for building lasting financial confidence. The most valuable insights are within your reach when you explore Digital Reference.
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