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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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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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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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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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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.