Financial Advisors in Maryland
Showing 1-5 of 5 advisors
Darnestown, MD
Darren Straniero
OnPlane Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningAlternative Investments
Typical Clientele
Tech EmployeesPartners at Law Firms+1
Pricing Model:
Flat Fee
Number of Clients
36
Years of Experience:
17 years
Bethesda, MD
Brian Salcetti
Sandbox Financial Partners
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningBusiness Ownership Strategies+3
Typical Clientele
Business OwnersWealthy Families+15
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
21 years
North Bethesda, MD
Nick Booth
Nine Inning Finance, LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesPortfolio Construction+5
Typical Clientele
New InvestorsInheritors+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years
Gaithersburg, MD
Marguerita Cheng
Blue Ocean Global Wealth
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesPortfolio Construction+1
Typical Clientele
RetireesSurviving Spouses+2
Pricing Model:
Flat Fee
Number of Clients
68
Years of Experience:
24 years
Rockville, MD
Marcel Santos
Cetera Investors
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years