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Financial Planners in Parole, MD: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Parole: The Oxford Club, LLC, RFA Score 71/100; 4.7★ from 726 Google reviews.

  2. 28

    Most-reviewed: Bank of America (with Drive-thru ATM), 257 Google reviews at 3.7★, the most of 151 ranked after The Oxford Club, LLC; ranked #28.

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

151 Parole financial planners are ranked here by RFA Score, from eight published factors. 43 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.7★ across 151 rated firms.

Top 10 financial planners in Parole 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 Parole at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Oxford Club, LLC714.7★ (726)Baltimore, 22 mi away—Top score
2Built For Life Financial Agency705.0★ (62)Annapolis, 1 mi away——
3Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender]685.0★ (145)Columbia, 24 mi awaySat · Sun · Evenings—
4First Command Financial Advisor - Art Gibb675.0★ (28)Annapolis, 2 mi away——
5First Command Financial Advisor - Christopher Morris, CMFA™665.0★ (26)Annapolis, 2 mi away——
6Wadsworth Financial Consulting, LLC664.8★ (25)Annapolis, 1 mi away——
7New Perspective Financial Solutions664.9★ (65)Hyattsville, 18 mi away——
8First Command Financial Advisor - Jeremy I. Ball655.0★ (39)Odenton, 13 mi away——
9First Command Financial Advisor - Glen Becker, RICP®655.0★ (19)Annapolis, 2 mi away——
10First Command Financial Advisor - Jenny Jo Collin, PhD|CMFA™655.0★ (17)Annapolis, 2 mi away——

All 151 financial planners in Parole, 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 Parole

    #1 The Oxford Club, LLC

    Based in Baltimore, 22 mi away

    71/100RFA 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

  11. #11 Ibello Wealth Management

    Based in Columbia, 24 mi away

    64/100RFA 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

  12. #12 LaBarge Financial

    Based in Severna Park, 6 mi away

    64/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.5★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    7 Riggs Ave, Severna Park, MD 21146
    View profile for LaBarge Financial(443) 647-4321

  14. #14 MDRN Capital

    Based in Annapolis, 1 mi away

    64/100RFA Score

    Ranked #14 because of its Google rating and review volume: 4.9★ from 162 Google reviews.

    • 4.9★ from 162 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat–Sun closed
    Address
    1997 Annapolis Exchange #300a, Annapolis, MD 21401
    View profile for MDRN Capital(667) 222-0060

  19. #19 Crest Wealth Advisors

    Based in Annapolis, 2 mi away

    63/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 12 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 12 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    111 Forbes St Ste 100, Annapolis, MD 21401
    View profile for Crest Wealth Advisors(443) 973-4901

  21. #21 Wynn Point Financial

    Based in Annapolis, 4 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8:30 AM–6 PM · Sat–Sun closed
    Address
    3310 Old Point Rd, Edgewater, MD 21037
    View profile for Wynn Point Financial(410) 294-6996

  22. #22 EPE Wealth Advisors

    Based in Crofton, 5 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1321 Generals Hwy #300, Crownsville, MD 21032
    View profile for EPE Wealth Advisors(410) 923-8686

  25. #25 Washington & Co Inc.

    Based in Bowie, 10 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 17 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    16701 Melford Blvd Suite 400, Bowie, MD 20715
    View profile for Washington & Co Inc.(301) 396-4223

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 151 ranked financial planners here; the rest are on their profiles.

financial planners in Parole, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Sharf Pointers Financial Services614.9★ (23)17 mi
27Connect Wealth615.0★ (6)2 mi
28Bank of America (with Drive-thru ATM)613.7★ (257)25 mi
29The Payments Connoisseur615.0★ (26)22 mi
30Charter Financial Group615.0★ (5)1 mi
31Baltimore-Washington Financial Advisors614.7★ (35)24 mi
32First Command Financial Advisor - Gretchen Butler, CMFA™615.0★ (5)2 mi
331 North Wealth Services605.0★ (4)1 mi
34Harry C Hearn Inc604.3★ (41)22 mi
35Stuart Financial Group604.8★ (22)20 mi
36Davis & Davis Advisors605.0★ (13)14 mi
37First Command Financial Advisor - Mark Spitler605.0★ (24)23 mi
38WPG Wealth Planning Group604.7★ (25)21 mi
39Bank of America (with Drive-thru ATM)603.5★ (43)13 mi
40Bank of America (with Drive-thru ATM)603.3★ (29)9 mi
41RBC Wealth Management Branch - Annapolis605.0★ (3)1 mi
42First Command Financial Advisor - Justin Beers605.0★ (10)13 mi
43Milestones Financial Services604.0★ (4)1 mi
44First Command Financial Advisor - Harvey Pullen605.0★ (10)13 mi
45RCS Financial Planning605.0★ (3)1 mi
46Curio Wealth605.0★ (3)2 mi
47Severn Financial Solutions605.0★ (3)2 mi
48First Command595.0★ (3)2 mi
49Klauenberg Retirement Solutions594.9★ (16)20 mi
50MainStreet Financial Plannning, Inc. - Odenton594.9★ (8)11 mi

Also serving Parole

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 Parole
BusinessGoogle ratingDistance
BD Wealth Management5.0★ (2)21 mi
Benjamin James - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)21 mi
Capitol Metro Financial Services5.0★ (2)21 mi
Dency Investments Group LLC5.0★ (2)20 mi
Edelman Financial Engines5.0★ (2)1 mi
HF Advisory Group5.0★ (2)2 mi
Integrity Financial Group Inc5.0★ (2)13 mi
Legacy Financial3.0★ (2)1 mi
Medsatu Forex Inc3.0★ (2)20 mi
Merrill Lynch Financial Advisor Matthew McGehrin5.0★ (2)2 mi
Merrill Lynch Wealth Management5.0★ (2)21 mi
Michael Costigan - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)21 mi
Modera Wealth Management5.0★ (2)5 mi
Musselman Safe Retirement Strategies5.0★ (2)7 mi
Professional Group Inc3.0★ (2)17 mi
Safe Retirement Solutions, Retirement Planning, Rod Borowy3.0★ (2)1 mi
Trident Wealth5.0★ (2)1 mi
Wealth Enhancement Group5.0★ (2)10 mi
Wealth Enhancement Group - Damon Ridley, CFP5.0★ (2)10 mi
Widmann Financial Services5.0★ (2)11 mi

How we ranked Parole financial planners

We scored 151 Parole 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 Parole 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 Parole: frequently asked questions

Which financial planner has the highest RFA Score in Parole?

By RFA Score, the highest-ranked financial planner in Parole, MD is The Oxford Club, LLC with an RFA Score of 71/100. It has 4.7★ from 726 Google reviews. Built For Life Financial Agency (#2) and Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#3) follow. We ranked 151 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Parole?

RankedFinancialAdvisors ranks 151 financial planners serving Parole, MD. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Parole work on weekends?

43 of 151 ranked financial planners post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are Michael Basch - Loan Officer (NMLS 1721748) [Mortgage Lender] (#3), Frost & Associates, LLC (#16) and SECU Credit Union - Corporate Business Office (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Parole financial planners have?

The median Google rating among 151 rated financial planners in Parole is 4.7★, with a median of 16 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 Parole count in this ranking?

Yes, if they are within 25 mi of the Parole 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 Parole 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 Parole 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 Parole

  1. November 2026: RFA Scores recalculated for 151 financial planners serving Parole.

More financial planners and Parole pages