Financial advisors for family wealth transfer in Maryland
Which financial advisor should I talk to about passing wealth to the next generation in Maryland?
For family wealth transfer in Maryland, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Christine Parker of Parker Financial, Benjamin Dorsey of Analog Capital Partners and Elizabeth Yoder of Dependent Financial Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Christine Parker Parker Financial, La Plata Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Benjamin Dorsey Analog Capital Partners, Frederick Holds the CFP. Fees on file: percentage of assets.
- Elizabeth Yoder Dependent Financial Planning, Edgewater Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Mario Zumbo Preserve Private Wealth, Bethesda Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jamie Bigsby Glassy Mountain Advisors, Bethesda Holds the CFP. Fees on file: percentage of assets.
- Abigail Waddell BMSS Wesson Wealth Solutions, California Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Maryland work on family wealth transfer?
The Wellspent public graph lists 49 fee-only advisors for family wealth transfer in Maryland, at 26 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for family wealth transfer in Maryland located?
Of the 49 fee-only advisors for family wealth transfer in Maryland, 23 are in Bethesda, followed by 5 in Columbia and 5 in Baltimore.
Plus 10 in other cities.
How do fee-only advisors for family wealth transfer in Maryland charge?
The most common fee among fee-only advisors for family wealth transfer in Maryland is a percentage of assets, used by 98% of the 49 with fees on file. Many use more than one: 71% charge fixed fees and 69% charge by the hour.
How much do fee-only financial advisors charge in Maryland?
Fee-only financial advisors in Maryland charge a median of $3,800 a year for ongoing planning. We found this across the published prices of 18 Maryland firms.
How much does a one-time financial plan cost in Maryland?
A one-time financial plan from a fee-only firm in Maryland has a median price of $830. We found this across the published prices of 14 Maryland firms.
What credentials should a financial advisor for family wealth transfer have?
For family wealth transfer, look for the CFP. In Maryland, 33% of the 49 advisors listed hold the CFP.
- CFP33% in Maryland
- The CFP covers gifting, trusts, and the wider plan.
How do Maryland advisors for family wealth transfer compare with the rest of the US?
69% of fee-only advisors for family wealth transfer in Maryland charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Maryland. Light bars are all US advisors for family wealth transfer.
Does Maryland have an estate tax?
Yes. Maryland has its own estate tax, separate from the federal one, and its threshold can be lower.
Does Maryland have an inheritance tax?
Yes. Maryland has an inheritance tax, which falls on some heirs rather than on the estate.
What should I ask a financial advisor about passing wealth to the next generation in Maryland?
- How do you involve the next generation, and when?
- What would you gift now, and what would you hold until death?
- How do you work with our attorney and accountant?
- What happens to the relationship when the first generation is gone?
- How would you plan for Maryland's estate tax as well as the federal one?
- Who in my family would owe Maryland's inheritance tax?
How current is this list of fee-only advisors for family wealth transfer in Maryland?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 49 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Benjamin Dorsey | Analog Capital Partners | Frederick | CFP, PFS | Percentage of assets |
| Genti Cici | Wealthy & Wise Family Office | Columbia | CFP | Percentage of assets, Hourly |
| Abigail Waddell | BMSS Wesson Wealth Solutions | California | CFP | Percentage of assets, Hourly |
| Christine Parker | Parker Financial | La Plata | CFP | Percentage of assets, Ongoing planning fee |
| Elizabeth Yoder | Dependent Financial Planning | Edgewater | CFP | Percentage of assets, Ongoing planning fee |
| Mario Zumbo | Preserve Private Wealth | Bethesda | CFP | Percentage of assets, Fixed fees |
| Vincent Barrett | Acorn Financial Services | Bethesda | CFP | Percentage of assets, Hourly |
| Christina White | Kilter Group | Columbia | CFP | Percentage of assets, Fixed fees |
| Colin Exelby | Celestial Wealth Management | Towson | CFP | Percentage of assets, Subscription |
| Frances Spurry | Tred Avon Family Wealth | Easton | CFP | Percentage of assets, Hourly |
| James Brown | Meritis Wealth Management | Potomac | CFP | Percentage of assets, Hourly |
| Landon Buzzerd | Grant Street Asset Management | Williamsport | CFP | Percentage of assets, Fixed fees |
| Aaron Wall | Fidelis Capital | Bethesda | CFA | Percentage of assets, Fixed fees |
| Andrea Brashears-Sampson | Wise Financial Counsel | Fort Washington | CFP | Hourly, Fixed fees |
| Elizabeth Brennen | A.G. Campbell Advisory | Baltimore | CFP | Percentage of assets, Hourly |
| Endrit Lloshi | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Sean McElhaney | Family Office Research | Bethesda | CFP | Percentage of assets, Hourly |
| Taiyoung Lee | Wealthy & Wise Family Office | Columbia | Not listed | Percentage of assets, Hourly |
| Jamie Bigsby | Glassy Mountain Advisors | Bethesda | CFP | Percentage of assets |
| Jiaxuan Zhuang | MZ Capital | Bethesda | Not listed | Percentage of assets, Hourly |
| Benjamin Hilyard | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Christopher Tate | Fidelis Capital | Bethesda | Not listed | Percentage of assets, Fixed fees |
| Gary Mitchell | Sage Financial Group | Baltimore | Not listed | Percentage of assets, Fixed fees |
| Greg Pyne | Red Oak Financial Group | Towson | Not listed | Percentage of assets, Hourly |
| Leonard Rodman | Rothschild Capital Partners | Potomac | Not listed | Percentage of assets, Hourly |
| Peter Pavlov | Lynx Investment Advisory | Columbia | Not listed | Percentage of assets, Fixed fees |
| Andrew Schenker | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Curtin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Brian Hawthorne-Codato | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Craig Lukin | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Derek Stone | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Gretchen Straczewski | Tred Avon Family Wealth | Easton | Not listed | Percentage of assets, Hourly |
| Heather McGolerick | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Kenneth Long | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Laura Markoff | Meritis Wealth Management | Potomac | Not listed | Percentage of assets, Hourly |
| Michael Cornfeld | Heritage Investors Management | Bethesda | CFA, CIC | Percentage of assets, Hourly |
| Michael McIntyre | Glassy Mountain Advisors | Bethesda | CFA | Percentage of assets |
| Scott Wilson | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Tarun Mehta | Onyx Bridge Wealth Group | Rockville | Not listed | Percentage of assets, Hourly |
| Taylor Fucci | Heritage Investors Management | Bethesda | CFA | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Alexander Campbell | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Mark Scott | A.G. Campbell Advisory | Baltimore | Not listed | Percentage of assets, Hourly |
| Morgan Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Scott Freund | Family Office Research | Bethesda | Not listed | Percentage of assets, Hourly |
| Daniel Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
| James Merrill | Binnacle Financial Group | Chevy Chase | Not listed | Percentage of assets, Hourly |
| Laura McAree | Heritage Investors Management | Bethesda | Not listed | Percentage of assets, Hourly |
| Peter Ryan | Alikos Wealth Management | Bethesda | Not listed | Percentage of assets, Hourly |
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