Trusted Financial Planners in Maryland
Find vetted Financial Planners in Maryland. Each provider has been verified by Autumn and offers free initial consultations.
No Financial Planners found in Maryland
We don't have any financial planners listed in Maryland yet, but we can help.
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Providers in other parts of Maryland
Some providers provide services remotely or may be able to assist across Maryland.
Carey Palmquist
Death Doula
Shady Side Washington, DC Greater Maryland
Grief Specialist Legacy Work Rituals
Offers free consultation
Verified by Autumn
Charmayne Turner, A SoulFull Journey, LLC
Death Doula
Maryland City, MD Columbia, MD Silver Spring, MD
Aromatherapy, Breathwork, Dementia Care, Home Funerals, Legacy Work, Reiki, Rituals, Grief Specialist, Funeral Celebrant
Offers free consultation
Verified by Autumn
Emily Kearns
Death Doula
Baltimore, MD Columbia, MD Annapolis, MD
Dementia Care, Reiki, Rituals
Offers free consultation
Verified by Autumn
Jackie Pearce-Garrett
Death Doula
Bryans Road Washington, DC Greater Maryland
Legacy Work Funeral Celebrant Grief Specialist
Offers free consultation
Verified by Autumn
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Death Doula
Chevy Chase, MD Bethesda, MD Silver Spring, MD
Offers free consultation
Verified by Autumn
Try nearby areas
Are you a financial planner in Maryland?
Join AutumnTypes of Post-Loss Financial Planning Services in Maryland
Inheritance and asset integration planning
Retirement income planning after a spouse's death
Beneficiary designation review and updates
Insurance policy review and proceeds planning
Investment portfolio restructuring after a loss
Social Security survivor benefit optimization
Long-term financial goal setting after loss
Frequently Asked Questions about Financial Planners
A sudden inheritance introduces decisions about taxes, investment, and financial goals that benefit from professional guidance. A financial planner helps you avoid common mistakes, understand your options, and build a plan aligned with your situation.
The terms are often used interchangeably, but a Certified Financial Planner (CFP) has completed specific education, exams, and continuing education requirements. Look for the CFP designation when selecting an advisor for comprehensive post-loss financial planning.
Avoid making major financial decisions — selling assets, withdrawing from retirement accounts, or making large gifts — before consulting a planner. Many decisions made in the first months after a loss can have lasting tax and financial consequences.
Most charge either a flat fee, an hourly rate, or a percentage of assets under management. Fee-only planners do not earn commissions on products they recommend. Check each advisor's fee structure directly through Autumn.
Why Choose Autumn
Financial credentials and post-loss specialization confirmed
Find planners experienced in inheritance transitions, not just general wealth management
Compare fee structures — fee-only, hourly, and AUM-based planners all listed
Advisors listed who work with surviving spouses and estate beneficiaries
Many offer free consultations before any financial decisions are made
Trusted by families rebuilding their financial lives after loss