Explore Financial Advisors Serving Annapolis, MD

Shaker Financial Service is an independent registered investment advisory firm specializing in quantitative portfolio management strategies. We provide fiduciary financial planning services through separately managed accounts, leveraging proprietary algorithms to optimize returns while maintaining strict compliance with global performance standards. Our client-centric approach focuses on achieving long-term financial objectives through transparent fee structures and personalized investment solutions.

Wadsworth Financial Consulting provides comprehensive retirement planning and wealth management services, specializing in insurance and investment strategies tailored to individual financial goals. Since 1992, we have helped clients in the greater Baltimore, Annapolis, and Washington, D.C. areas navigate retirement income planning, tax-efficient strategies, and asset preservation. Our client-focused approach emphasizes transparency, education, and personalized solutions to build long-term financial security.

Leading Edge Wealth Advisors offers fiduciary financial planning, investment management, and 401(k) plan services for individuals and businesses. Our client-first approach combines personalized strategies with decades of industry expertise to address retirement planning, wealth preservation, and tax-efficient solutions. We serve clients across 16 states with a focus on the GovCon industry.

Sera Capital provides expert tax-efficient exit planning services for real estate investors and business owners. Our registered investment advisors specialize in 1031 Exchanges, Delaware Statutory Trusts, and Opportunity Zone Investments. We deliver personalized financial strategies to help clients defer capital gains taxes and optimize wealth preservation.