Wealth Management in Kent County, MD

We did the hard work of finding trustworthy partners in Kent County, MD. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Kent County, MD Wealth Management Firms

generic_business-71
Verdence Capital Advisors
SEC File# 801-110722
CRD# 288512
Location 217 International Cir #200, Hunt Valley, MD 21030, USA
Phone (888) 698-6698
Language http://verdence.com/
Directions
generic_business-71
Ad Astra Wealth Management
Location 145 Greenwood Creek Rd, Queenstown, MD 21658, USA
Phone (410) 903-9455
Language https://www.adastrawealth.com/
Directions
generic_business-71
Naeny Capital Management Group, Inc.
Location 2 Georgette Ct, Stevensville, MD 21666, USA
Phone (410) 643-6666
Language http://www.naenycapital.com/
Directions
generic_business-71
Bay Point Wealth
SEC File# 801-95167
CRD# 123095
5 out of 5
Location 582 Bellerive Rd #4d, Annapolis, MD 21409, USA
Phone (410) 626-8198
Language https://www.baypointwealth.com/
Directions
generic_business-71
Valliant Wealth Strategies
Location 110 S Queen St, Chestertown, MD 21620, USA
Phone (410) 810-0800
Language http://www.valliantwealth.com/
Directions
generic_business-71
Bestgate Wealth Advisors, LLC
Location 1704 Main St, Chester, MD 21619, USA
Phone (410) 793-7479
Language https://www.bestgatewealth.com/
Directions
generic_business-71
CIC Wealth
SEC File# 801-111990
CRD# 290198
5 out of 5
Location 1101 Wootton Pkwy #980, Rockville, MD 20852, USA
Phone (301) 816-4683
Language https://www.cic-wealth.com/
Directions
generic_business-71
Radcliffe Financial
5 out of 5
Location 870 High St #3914, Chestertown, MD 21620, USA
Phone (410) 778-1099
Language http://www.radcliffefinancial.com/
Directions
generic_business-71
Allworth Financial
SEC File# 801-68255
CRD# 111167
5 out of 5
Location 2231 Old Emmorton Rd, Bel Air, MD 21015, USA
Phone (410) 515-6310
Language https://allworthfinancial.com/find-a-location/bel-air?utm_source=google&utm_medium=organic&utm_campaign=local-gmb-bel-air&c3ch=Business-Listing&c3nid=google-my-business
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Kent V Pearce
Location 901 Dulaney Valley Rd # 516, Towson, MD 21204, USA
Phone (410) 321-4340
Language https://fa.ml.com/maryland/towson/pearce_group
Directions
generic_business-71
Wye Financial Partners
Location 16 N Washington St #1, Easton, MD 21601, USA
Phone (410) 763-8543
Language https://www.shoreunitedbank.com/investments
Directions
Wealth Management in Kent County, MD

Where Wealth Management Advisors in Kent County, MD Serve

Kent County, MD is a charming and historic region located on the eastern shore of Maryland. The area boasts a rich history, with landmarks like the Chestertown Historic District, the Kent County Courthouse, and the Schooner Sultana providing a glimpse into the county's past. Top employers in the region include the University of Maryland Shore Medical Center, Kent County Public Schools, and Dixon Valve & Coupling Company. Major highways and streets in the area include Route 213, Route 291, and High Street. Kent County is also home to several unique neighborhoods, such as Betterton Beach, Chestertown Historic District, and Galena Historic District. Whether you're a history buff, a nature lover, or a business professional, Kent County offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

As a rural community, the residents of Kent County, MD rely heavily on their local banks for financial assistance. From personal loans to mortgages, banks in Kent County play a crucial role in helping residents achieve their financial goals. Specifically, the farming community in Kent County benefits greatly from the agricultural lending services provided by local banks. With over 50% of the county's land dedicated to farming, many residents require loans to purchase equipment, livestock, and crops. Additionally, banks offer valuable financial advice and planning services to help residents manage their finances and make informed decisions about their future. Overall, the support and resources provided by banks in Kent County are essential to the success and prosperity of the community.

Insurance Broker

Residents of Kent County, MD can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage that suits their needs. This is particularly important in Kent County, MD, where the economy is largely based on agriculture and fishing, making it crucial for residents to have insurance coverage that protects their livelihoods in the event of unforeseen circumstances. Secondly, an insurance broker can help residents of Kent County, MD save money on their insurance premiums by comparing quotes from different insurance providers and negotiating better rates. This is especially important for residents of Kent County, MD, who may be facing financial challenges due to the high cost of living in the area. Overall, an insurance broker can be a valuable resource for residents of Kent County, MD, helping them to secure the best insurance coverage at the most affordable rates.

Retirement Planning

Residents of Kent County, MD can benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals in Kent County navigate the complex world of retirement planning, which can be particularly challenging in a rural area like Kent County. Secondly, a retirement planner can help Kent County residents create a personalized retirement plan that takes into account their unique financial situation, including any assets or investments they may have. Additionally, a retirement planner can help Kent County residents maximize their retirement savings by identifying tax-efficient investment strategies and other financial vehicles that can help them grow their nest egg. Lastly, a retirement planner can help Kent County residents plan for unexpected life events, such as illness or disability, by creating a comprehensive estate plan that ensures their assets are protected and their wishes are carried out. Overall, the expertise of a retirement planner can be invaluable to residents of Kent County, MD who want to ensure a financially secure retirement.

Financial Advisor

Residents of Kent County, MD can benefit from the expertise of a financial advisor in various ways. With its predominantly rural landscape and economy, residents in Kent County may have unique financial concerns that a financial advisor can help address. For instance, farmers in the county may require assistance in managing their agricultural businesses, including risk management, crop insurance, and succession planning. Additionally, small business owners in the county may need guidance in navigating the complex tax regulations and financial planning for their enterprises. Moreover, with the county's aging population, a financial advisor can help retirees and pre-retirees in Kent County plan for their retirement, including managing their retirement accounts, assessing their Social Security benefits, and creating an income plan that considers their unique needs and goals. Overall, a financial advisor can provide residents of Kent County with the necessary tools and strategies to achieve their financial objectives and secure their financial future.

Mortgage Loan Officer

Residents of Kent County, MD would greatly benefit from the services of a mortgage loan officer. With a population of just over 20,000 people, Kent County is a small community situated on the Eastern Shore of Maryland. The area is known for its beautiful natural scenery, historic landmarks, and charming towns. However, the residents of Kent County face unique challenges when it comes to obtaining a mortgage loan. The area's economy is largely based on agriculture and tourism, which can make it difficult for residents to secure a stable income. Additionally, the county's location on the Eastern Shore means that it is often overlooked by lenders who focus on more populous areas. A mortgage loan officer can help residents navigate these challenges and find the best loan options for their specific needs. They can also provide guidance on the various government programs available to Kent County residents, such as the USDA Rural Development program, which offers low-interest loans to eligible borrowers in rural areas.

Tax Services

Residents of Kent County, MD can benefit from the services of a tax advisor in several ways. Firstly, the advisor can provide guidance on tax planning and preparation, ensuring that residents comply with the complex tax laws and regulations in the county. Secondly, a tax advisor can help residents identify tax deductions and credits that they may be eligible for, reducing their tax liability. Additionally, the tax advisor can provide advice on estate planning, helping residents to minimize estate taxes and ensure that their assets are distributed according to their wishes. In Kent County, MD, where there is a high population of retirees, a tax advisor can also help residents navigate the complex tax laws surrounding retirement income and social security benefits. With the help of a tax advisor, residents of Kent County, MD can ensure that they are making the most of their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Kent County, MD can benefit from the services of an estate planning lawyer in a multitude of ways. One specific area where an estate planning lawyer can be of great assistance is in the creation of a comprehensive estate plan that takes into account the unique characteristics of Kent County. With its rich history and diverse population, Kent County presents a number of challenges and opportunities for estate planning. An experienced lawyer can help residents navigate the intricacies of Maryland estate planning law, including issues related to inheritance, taxes, and probate. They can also provide guidance on how to protect assets and ensure that loved ones are taken care of after the individual's passing. In addition, an estate planning lawyer can help residents create advance directives and other documents that ensure their wishes are respected in the event of incapacity or disability. Overall, the services of an estate planning lawyer can provide peace of mind and security for residents of Kent County, MD.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Kent County, MD can provide a plethora of wealth management services to their clients. From investment planning to retirement planning, a wealth manager can help clients achieve their financial goals. In addition, a wealth manager in Kent County, MD can also provide specialized services such as estate planning and tax planning. With the county's rich history and diverse economy, a wealth manager can help clients navigate the complexities of investing in industries such as agriculture, manufacturing, and tourism. Furthermore, with the county's proximity to major metropolitan areas such as Baltimore and Washington, D.C., a wealth manager can help clients take advantage of investment opportunities in these areas. Overall, a wealth manager in Kent County, MD can provide comprehensive and tailored wealth management services to clients looking to grow and protect their wealth.

Kent County, MD is the ultimate destination for those seeking a reliable and experienced wealth manager. With its rich history and diverse economic landscape, Kent County offers a unique blend of opportunities and challenges that require the expertise of a seasoned wealth manager. From the bustling port city of Chestertown to the tranquil shores of the Chesapeake Bay, Kent County boasts a wealth of investment options that demand a sophisticated approach to portfolio management. Whether you are looking to invest in real estate, stocks, or alternative assets, a skilled wealth manager in Kent County can help you navigate the complex financial landscape and maximize your returns. With its deep-rooted culture of entrepreneurship and innovation, Kent County is the ideal place to find a wealth manager who can help you build and protect your wealth for generations to come.