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Bay Harbor Wealth Management

201 International Cir #200
Hunt Valley, MD 21030 410-403-2060

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Horan Capital Management

20 Wight Ave #155
Hunt Valley, MD 21030 410-494-4380

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After a bad experience with another firm (poor communications), I switched... - Sep 11, 2015

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Garrison Financial

11350 McCormick Rd
Hunt Valley, MD 21031 410-773-8357

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Usually excellent - Sep 16, 2013

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Harvest Investment Consultants

4 N Park Dr E#510
Hunt Valley, MD 21030 410-561-9040

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Marks goes above and beyond to help his clients achieve their financial goals. - Jan 27, 2020

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Kissinger Financial

10155 Hunt Valley Rd
Hunt Valley, MD 21030 800-653-3414

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Bill Kissinger is a conservative investor who sometimes oversells the benefits... - Dec 04, 2013

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Maller Wealth Advisors

307 International Cir #530
Hunt Valley, MD 21030 410-771-5660

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Have been using Peter Maller for many years--highly recommend him and his group.... - May 21, 2016

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RBC Wealth Management

225 Schilling Cir #250
Hunt Valley, MD 21031 410-316-5300

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.