Discover the Biggest Financial Consulting Firm in Maryland

The financial consulting industry in Maryland is a vital part of the state’s economy, providing essential services to businesses and individuals alike. These firms help clients manage their finances, develop investment strategies, and navigate complex financial regulations.

Here are the five largest financial consulting firms in Maryland, based on revenue:

• Ernst & Young LLP: Ernst & Young is a global professional services firm that provides assurance, tax, consulting, and advisory services to clients in more than 150 countries. The firm has a strong presence in Maryland, with offices in Baltimore, Bethesda, and Columbia.
• PricewaterhouseCoopers LLP: PricewaterhouseCoopers is another global professional services firm that offers a wide range of financial consulting services. The firm has offices in Baltimore, Bethesda, and Columbia, and serves clients in a variety of industries.
• Deloitte & Touche LLP: Deloitte & Touche is a global professional services firm that provides audit, tax, consulting, and financial advisory services. The firm has offices in Baltimore, Bethesda, and Columbia, and serves clients in a variety of industries.
• KPMG LLP: KPMG is a global professional services firm that provides audit, tax, consulting, and financial advisory services. The firm has offices in Baltimore, Bethesda, and Columbia, and serves clients in a variety of industries.
• Grant Thornton LLP: Grant Thornton is a global professional services firm that provides audit, tax, consulting, and financial advisory services. The firm has offices in Baltimore and Bethesda, and serves clients in a variety of industries.

The 7 Biggest Financial Consulting Firm near Maryland

Chesapeake Financial Advisors

• Address: 401 Jefferson Ave, Towson, MD 21286, United States
• Map: Click here
• Rating: 4.8 (23)
• Phone: +1 410-823-5442
• Website: Link
• Opening hours:
  
  Monday: 8:30 AM – 4:30 PM

  Tuesday: 8:30 AM – 4:30 PM

  Wednesday: 8:30 AM – 4:30 PM

  Thursday: 8:30 AM – 4:30 PM

  Friday: 8:30 AM – 4:30 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Vanessa Tobin✭✭✭✭✭

  9 months ago

  Tom Taylor and his company are wonderful. The staff are helpful and supportive, and he has kept me in good shape with my taxes, for the past ten years. I have referred some of my friends to Tom for his financial services and they continually thank me for making the connection. The proof of a good company is how far you trust them in regard to your own financial matters, and I trust Tom and his company implicitly.

  Laura V✭✭✭✭✭

  9 months ago

  I don’t know how I would manage without them. Excellent service: precision, openness to questions, informative (always providing the right information at the right time),, resourcefulness (finding wonderful ways to make the process easier and user-friendly, even for the less tech savvy) and extremely kind and friendly. What more could you ask for? I have also found over the years that their investment choices have been exceptional and very much to my advantage. I highly recommend them both for investments and tax consultancy.

  Pat Levenson✭✭✭✭✭

  8 months ago

  I feel that my finances are in safe hands with Chesapeake Financial Advisors. Austine and Matt are always there when I have questions and provide much needed support. They are always patient and willing to explain things in a way that I can make sense of.

  Mary May✭✭✭✭✭

  9 months ago

  Our experience with Chesapeake Financial Advisors has been nothing but a positive experience. Tim and Austine are very professional and knowledgeable and have guided us through the entire process. Would highly recommend Chesapeake Financial Advisors to anyone!!!

  Toni Gardner✭✭✭✭✭

  11 months ago

  Tom and all the staff at Chesapeake have consistently given me thorough and caring attention over the many years I’ve been working with them. I have enthusiastically referred friends to them, and those friends have also been extremely happy in their relationships with CFA. It is a great feeling to be able to put my trust in Tom Taylor and all the wonderful people at CFA.

Baltimore-Washington Financial Advisors

• Address: 5950 Symphony Woods Rd # 600, Columbia, MD 21044, United States
• Map: Click here
• Rating: 4.5 (15)
• Phone: +1 410-461-3900
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Fred Delventhal✭✭✭✭✭

  9 months ago

  **We are impressed with BWFA.**

  After reading Consumer’s Checkbook, we interviewed six highly rated financial firms. BWFA was the only one that made us feel like we belonged and that they would work with us to meet our individual needs.

  We started by working with BWFA to create a financial plan. We were then very pleased with their guidance through the current state of the markets. In addition to their expert financial management, the staff are always pleasant and eager to answer our questions.

  BWFA also offers a variety of educational resources, including live webinars on all topics related to finances for all ages, as well as health, cooking, and book groups. They also have a podcast that is short and to the point on relevant topics.

  We are very pleased with our decision to hire BWFA. They are a valuable asset to our financial well-being.

  Here are some additional details about BWFA that we found to be impressive:

  * They are a fee-only financial advisory firm, which means that they are paid a flat fee for their services, rather than receiving commissions from the products they sell. This ensures that they are always acting in the best interests of their clients. * They have a long history of providing excellent service to their clients. They have been in business for over 30 years and have a team of experienced financial professionals who are dedicated to helping their clients achieve their financial goals. * They offer a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. This allows them to provide a comprehensive financial solution for their clients. * They are committed to providing their clients with the highest level of service. They offer a variety of resources to help their clients learn about personal finance, including webinars, educational materials, and a podcast.

  Overall, we were very impressed with BWFA. They are a reputable financial advisory firm that offers a wide range of services and is committed to providing their clients with the highest level of service. We would highly recommend them to anyone looking for a financial advisor.

  Mark Doore✭

  5 months ago

  I am deeply saddened to have to write this review. During the past 2+ years as customer/client I have gone from being disappointed, to baffled, to angry. In my experience, their sales and marketing side of the company runs like a well-oiled machine while the post-sales operational side of their business is completely dysfunctional. They market themselves as a one stop shop firm that is able integrate financial management with tax planning and estate planning and so forth. We came to them for financial management assistance but even more so as a single point of contact for my family when the time comes to settle my affairs. Having attended several of their in-person seminars I was looking forward to being able to enthusiastically recommend them to friends and family. Unfortunately, the exact opposite has been the case. Rarely do I get a response when I reach to them and most of the time I must reach out to them a second time to get any kind of acknowledgement. They seem to be in disarray. When they ask for information and I provide it they reach out again saying that they did not receive it until I give them the date/time I sent it. For a relatively small firm they seem to be very bureaucratic and unable to provide a decent customer experience. They try to use technology to manage customers, if you like to be an entry in a Constant Contact database then maybe you will be happy here, even if they miscategorize you and keep sending you automated irrelevant emails. I must use a Constant Contact form to schedule a meeting with them, and then wait several weeks for the meeting to occur. They ask for and I provide, in advance, topics to be discussed in the meeting but they come to the meeting as if they have not read it. They are very good about requesting their clients vote them the best of whatever and encourage clients to vote once per day. I don’t know if the employees are being coerced to do the same or not. Their webinars promote what services a good financial management firm should provide and they themselves fall short across the board. I have given them ample opportunities demonstrate competence and, being a relatively small client, I have been patient and come to not expect much. I really wanted them to become a good organization. However, they have now crossed the line with their misbilling and apparent inability or unwillingness to correct in a timely manner. Their fiduciary responsibilities seem to end where the billing and automatic deduction of their fees begin. This is not a firm that I can recommend you give access to your bank or investment accounts. If you like to get a pretty magazine and static statement one a quarter, and don’t mind the statements and billing to be incorrect, then this may be the place for you. If you like to work with a firm that seems to be all about them, then have at it. I have worked with larger financial management firms and have found them to be more competent and responsive, more interested in my money than their own, and much more informed and engaged. Maybe my experience is not representative, or maybe I just don’t fit into their cookie cutter approach. Anyway, they do have some good webinars that they provide on a regular basis that I would recommend. Enjoy.

  Amanda Kennedy✭✭

  10 months ago

  We did our taxes with BWFA for multiple years. Recently, they announced they are only doing taxes for customers enrolled in their financial planning services. I have had multiple condescending interactions with at least two BWFA staff as a result. We have decided to receive tax services and financial advice elsewhere.

  Jeff Callaway✭✭✭✭✭

  a month ago

  Have never experienced an issue. Prompt and informative when needed.

  Nick Does Stuff (AnimatedAnon)✭✭✭✭✭

  4 months ago

  Always appreciated their help.

Prostatis Financial Advisors Group

• Address: 7580 Buckingham Blvd Suite 180, Hanover, MD 21076, United States
• Map: Click here
• Rating: 4.4 (13)

National Financial Consultants

• Address: 6503 Poplar Ave, Takoma Park, MD 20912, United States
• Map: Click here
• Rating: 4.6 (11)

Cap Ex Management Group

• Address: 305 Overhill Rd, Baltimore, MD 21210, United States
• Map: Click here
• Rating: 5 (4)

Legacy Consulting LLC

• Address: 1623 York Rd, Timonium, MD 21093, United States
• Map: Click here
• Rating: 3.3 (4)

Maryland Financial Consulting, Inc.

• Address: 148 E Main St, Westminster, MD 21157, United States
• Map: Click here
• Rating: 5 (3)

Discover top consulting firms in various states, like those mentioned in Wisconsin, Colorado and Minnesota, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Maryland, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Maryland

When it comes to financial consulting firms, Maryland offers a range of options for businesses and individuals seeking expert financial guidance. Here are three top financial consulting firms that are popular in Maryland:

• DeLeon & Stang: DeLeon & Stang is a highly regarded financial consulting firm in Maryland that has been serving clients for over 30 years. They offer comprehensive financial services, including accounting, tax planning and preparation, business consulting, and financial planning. With a team of experienced professionals, DeLeon & Stang focus on personalized solutions tailored to meet the unique needs of each client.
• Brighton Advisory Group: Brighton Advisory Group is a trusted financial consulting firm based in Maryland. They specialize in providing strategic financial planning and wealth management services to individuals, families, and businesses. Brighton Advisory Group takes a holistic approach to financial consulting, considering all aspects of a client’s financial situation, including investments, taxes, insurance, and retirement planning. Their client-centered approach has earned them a reputation for delivering personalized and practical solutions.
• Smith Elliott Kearns & Company, LLC (SEK): SEK is a leading accounting and consulting firm with offices in Maryland and surrounding states. They offer a wide range of financial services, including tax planning and preparation, business consulting, audit and assurance, and wealth management. SEK takes pride in their commitment to building strong relationships with clients, understanding their unique objectives, and delivering innovative solutions to achieve financial success.

These three financial consulting firms in Maryland have established themselves as trusted advisors in the field of finance. Whether you are an individual looking for personal financial planning or a business seeking comprehensive financial consulting services, these firms offer expertise and experience to help you navigate the complex world of finance.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.