3 Best Financial Services in Baltimore, MD

“Northbrook Financial are fee-only fiduciaries and receive no commissions or referral fees. Their services are designed for everyone, regardless of income – there’s no minimum, and their flexible subscription model fee structure allows them to work with clients at any stage in life. Their clients and their families have reached the next stage of their life where things have gotten more complicated. Northbrook Financial assesses your current financial situation and walks you through the financial planning process. They are fiduciaries and have to act in the best interests of their clients. They don’t sell any products or receive any commissions for their financial planning services.”

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“WPG Financial Group is an independent wealth management firm. They have the resources and capabilities of a large firm, but they also provide the personalized attention that only a small firm can offer. Steve Gessner and Todd Paradise are the partners and co-founders of WPG Financial Group. They offer in-depth experience in financial planning and investment management. With multiple CFP® (Certified Financial Planners) employed at WPG Financial Group, they can offer comprehensive financial plans and solutions to meet their client's goals. Their approach to financial planning at WPG Financial Group is personalized, strategic, and team-based. Their long-term, proactive approach enhances your financial strengths and success. Their mission is to simplify complexities and provide their clients with financial peace of mind.”

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“Brown Capital Management is a nationally recognized investment management firm in Maryland. Eddie C. Brown is the Founder, Executive Chairman, and Senior Portfolio Manager of Brown Capital Management. Eddie holds a Bachelor of Science in Electrical Engineering from Howard University, a Master of Science in Electrical Engineering from New York University, and an MBA from the Kelley School of Business at Indiana University. He also holds the professional designations of Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC). He has served on the Board of Directors of the Open Society Institute–Baltimore and as a member of the National Cabinet for the Woodrow Wilson International Center for Scholars.”

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