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Financial Planners in Overlea, MD: 2026 rankings

176 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Overlea: The Oxford Club, LLC, RFA Score 75/100; 4.7★ from 726 Google reviews.

  2. 2

    Most-reviewed: Mutual of Omaha Mortgage, 630 Google reviews at 4.9★, the most of 176 ranked after The Oxford Club, LLC; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

176 Overlea financial planners are ranked here by RFA Score, from eight published factors. 41 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 4.7★ across 176 rated firms.

Top 10 financial planners in Overlea at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Overlea at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Oxford Club, LLC754.7★ (726)Baltimore, 7 mi away—Top score
2Mutual of Omaha Mortgage744.9★ (630)Owings Mills, 16 mi away—Most reviews
3Northbrook Financial705.0★ (67)Baltimore, 7 mi away——
4Maryland Financial Advocates705.0★ (43)Baltimore, 2 mi away——
5Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]695.0★ (145)Columbia, 21 mi awaySat · Sun · Evenings—
6Frost & Associates, LLC694.9★ (51)Baltimore, 7 mi awaySat · Sun · Evenings—
7Marks Wealth Management685.0★ (103)Ellicott City, 22 mi away——
8Town Capital - Ryan Townsley, CFP®, RICP®, CPWA®, TPCP®675.0★ (47)Bel Air, 15 mi awaySat · Evenings—
9BLM Accounting Services, LLC674.9★ (52)Randallstown, 15 mi awaySat · Evenings—
10Harford Retirement Planners, LLC665.0★ (43)Bel Air, 15 mi away——

All 176 financial planners in Overlea, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Overlea

    #1 The Oxford Club, LLC

    Based in Baltimore, 7 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 726 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 726 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    105 W Monument St, Baltimore, MD 21201
    View profile for The Oxford Club, LLC(866) 237-0436

  2. #2 Mutual of Omaha Mortgage

    Based in Owings Mills, 16 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 630 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 630 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    700 Red Brook Blvd Ste 110, Owings Mills, MD 21117
    View profile for Mutual of Omaha Mortgage(800) 846-0143

  3. #3 Northbrook Financial

    Based in Baltimore, 7 mi away

    70/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1340 Smith Ave #200, Baltimore, MD 21209
    View profile for Northbrook Financial

  7. #7 Marks Wealth Management

    Based in Ellicott City, 22 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11690 Frederick Rd, Ellicott City, MD 21042
    View profile for Marks Wealth Management(410) 934-1199

  8. #8 Town Capital - Ryan Townsley, CFP®, RICP®, CPWA®, TPCP®

    Based in Bel Air, 15 mi away

    67/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon 9 AM–3 PM · Tue–Thu 9 AM–9 PM · Fri 9 AM–3 PM · Sat 9 AM–12 PM · Sun closed
    Address
    112 W Pennsylvania Ave Ste 301, Bel Air, MD 21014
    View profile for Town Capital - Ryan Townsley, CFP®, RICP®, CPWA®, TPCP®(410) 864-0209

  11. #11 Ibello Wealth Management

    Based in Columbia, 21 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10440 Little Patuxent Pkwy Ste 300, Columbia, MD 21044
    View profile for Ibello Wealth Management(410) 415-3403

  13. #13 P3 Wealth Advisors

    Based in Cockeysville, 12 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    303 International Cir Ste 130, Cockeysville, MD 21030
    View profile for P3 Wealth Advisors(410) 652-2400

  14. #14 The Payments Connoisseur

    Based in Baltimore, 9 mi away

    66/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue closed · Wed 10 AM–5 PM · Thu closed · Fri 9 AM–4 PM · Sat 10 AM–5 PM · Sun closed
    Address
    1800 Hollins St 1st floor, Baltimore, MD 21223
    View profile for The Payments Connoisseur(443) 475-7441

  16. #16 Centuria Financial Group

    Based in Eldersburg, 24 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue–Thu 9 AM–6 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2333 Baltimore Blvd Ste B, Finksburg, MD 21048
    View profile for Centuria Financial Group(443) 952-7232

  18. #18 Steerpath Wealth

    Based in Pikesville, 12 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 28 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    East Building, 1777 Reisterstown Rd Ste 380, Pikesville, MD 21208
    View profile for Steerpath Wealth(443) 292-8053

  23. #23 The War Room

    Based in Baltimore, 7 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 16 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    14 W Mt Vernon Pl, Baltimore, MD 21201
    View profile for The War Room(800) 507-1399

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 176 ranked financial planners here; the rest are on their profiles.

financial planners in Overlea, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Abel Financial: Certified Financial Planner Baltimore645.0★ (11)5 mi
27SECU Credit Union - Corporate Business Office644.0★ (73)13 mi
28Strategic Trends Investor644.6★ (16)7 mi
29Brown Capital Management Inc644.7★ (13)6 mi
30Bank of America (with Drive-thru ATM)643.6★ (34)5 mi
31Worthington Financial Partners644.7★ (15)9 mi
32Diverse Financial Partners, LLC635.0★ (11)8 mi
33Edelman Financial Engines635.0★ (8)5 mi
34SCO Wealth Management635.0★ (22)17 mi
35Bank of America (with Drive-thru ATM)633.2★ (64)2 mi
36Allworth Financial635.0★ (16)14 mi
37Bank of America (with Drive-thru ATM)633.2★ (57)3 mi
38Baltimore-Washington Financial Advisors634.7★ (35)21 mi
39Bank of America (with Drive-thru ATM)633.8★ (47)13 mi
40Bank of America Financial Center633.4★ (68)8 mi
41Fidelity Investments633.3★ (37)5 mi
42Bank of America Financial Center633.7★ (16)6 mi
43Bank of America Financial Center623.3★ (72)7 mi
44Jacob William Advisory625.0★ (11)12 mi
45Hart Wealth Strategies, LLC624.6★ (9)8 mi
46Sustain CFO Services625.0★ (16)16 mi
47Figo Solutions LLC625.0★ (4)3 mi
48United Bank623.1★ (15)3 mi
49Islamic Wills Trust Services625.0★ (18)19 mi
50Merrill Lynch Financial Advisor Stephen Mersinger625.0★ (10)12 mi

Also serving Overlea

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Overlea
BusinessGoogle ratingDistance
Baltimore, MD Branch Office - UBS Financial Services Inc.2.0★ (2)7 mi
Benjamin F. Edwards - The Weiner/Rubin/Weiner Financial Team5.0★ (2)9 mi
Berman McAleer, LLC.5.0★ (2)9 mi
Cogency Financial SolutionsIn Overlea
Greenspring Advisors5.0★ (2)5 mi
Kinnect Advisors5.0★ (2)9 mi
Melford G Brown Jr - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)7 mi
Merit Financial Advisors5.0★ (2)5 mi
Merrill Lynch Wealth Management5.0★ (2)7 mi
Mosaic Asset Partners, LLC5.0★ (2)9 mi
Paramount Tax & Accounting CPA Perry Hall-Parkville (Formerly 2Tees CPA)5.0★ (2)3 mi
Patriot Capital3.0★ (2)7 mi
Prostatis4.0★ (2)4 mi
Red Oak Financial Group5.0★ (2)6 mi
Safe Retirement Solutions3.0★ (2)5 mi
SFG Wealth Management5.0★ (2)7 mi
Smove Financial Services, LLCIn Overlea
Technomart Investment Advisors5.0★ (2)7 mi
TLS Financial Services Inc3.5★ (2)4 mi
Vero Advisory3.0★ (2)9 mi

How we ranked Overlea financial planners

We scored 176 Overlea financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Overlea data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Overlea: frequently asked questions

Which financial planner has the highest RFA Score in Overlea?

By RFA Score, the highest-ranked financial planner in Overlea, MD is The Oxford Club, LLC with an RFA Score of 75/100. It has 4.7★ from 726 Google reviews. Mutual of Omaha Mortgage (#2) and Northbrook Financial (#3) follow. We ranked 176 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Overlea?

RankedFinancialAdvisors ranks 176 financial planners serving Overlea, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Overlea work on weekends?

41 of 176 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#5), Frost & Associates, LLC (#6) and Town Capital - Ryan Townsley, CFP®, RICP®, CPWA®, TPCP® (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Overlea financial planners have?

The median Google rating among 176 rated financial planners in Overlea is 4.7★, with a median of 12 reviews. The Oxford Club, LLC has the most, 726 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Overlea count in this ranking?

Yes, if they are within 25 mi of the Overlea city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Overlea ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Overlea a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Overlea

  1. November 2026: RFA Scores recalculated for 176 financial planners serving Overlea.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Overlea pages