Best Financial Services in Baltimore

Brown Capital Management is a well-known financial planning firm in Baltimore, Maryland. For over 34 years, Brown Capital has consistently followed a purposeful approach to fulfilling its mission of producing exceptional outcomes for investors. They prioritize investing in exceptional growth companies with the potential for sustained long-term growth. The firm culture strongly aligns with its philosophy and commitment to the community. Brown Capital Management is dedicated to crafting investment programs that cater to the requirements of genuine long-term investors. Working together, they can help you develop a complete, tailored strategy to help you achieve your financial goals. Brown Capital Management strives to build investment programs that meet the needs of genuine long-term investors. The team executes a time-tested process that seeks to position them as patient business owners rather than short-term traders. They invest with the courage of their convictions, no matter the market environment.

InvestEd is a financial planning firm in Baltimore, Maryland. They are dedicated to providing valuable financial education and offering low-fee, no-minimum fiduciary investment advice. With a collective financial investment and advisor experience exceeding seventy years. Their expertise lies in sound money management strategies tailored to high-net-worth clients. They are committed to ensuring that all individuals have access to the necessary resources to achieve their financial goals. InvestEd strongly believes in the fiduciary standard, prioritizing clients' interests and actively avoiding conflicts of interest. They offer educational financial seminars tailored to the specific interests of your employees. Additionally, they provide customized financial webinars and 401k investment options to empower employees in attaining their financial aspirations. Contact InvestEd today to schedule a complimentary financial planning meeting.

Caplan Financial Group is a highly regarded wealth management firm with a national reputation. They are dedicated to providing their clients with customized planning solutions encompassing their entire financial landscape. The firm takes great care to understand each client's unique circumstances, sensitivities, and concerns to serve them in the best possible way. With over seventy years of combined technical experience in key financial planning disciplines, their planners possess a wealth of expertise. When it comes to investment management, Caplan Financial Group employs a disciplined, long-term, goals-based approach that takes into careful consideration a client's risk tolerance. They also offer specialized planning and care for elderly family members and children, ensuring comprehensive support for all generations. In addition, they provide a range of programs such as prepaid programs, savings programs, and Section 529 plans to cater to the diverse needs of their clients.