Find a Financial Advisor in Bel Air, MD

Name: Allworth Financial – Bel Air
Address: 2015 Emmorton Rd, Suite 101, Bel Air, MD, 21015, US
Telephone: (410) 515-6310
Price range: $$

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.

Everything a modern investor needs – all under one roof.

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97%

client loyalty 31,000+ Clients²

years in business $39 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Your Bel Air Wealth Management Team

For more than three decades, our team of fiduciary financial advisors in Bel Air, Maryland, has been dedicated to offering exceptional wealth management services tailored to the unique needs of individuals and families throughout Maryland, Delaware, and Pennsylvania. The team of Corey and Lisa bring a deep understanding of the region’s distinctive financial landscape to the table, and they’re committed to providing personalized solutions designed to help you navigate your financial journey with confidence.

With an office located conveniently between Highway 1 and Interstate 95, we invite you to experience the Allworth difference with our team of Bel Air financial planners.

Connect with an Allworth advisor

Corey Frank Financial Advisor CFP^®

Bel Air, MD Read bio

Lisa Fulco Financial Advisor CFP^®, ChFC^®, CPWA^®, LUTCF^®

Bel Air, MD Read bio

Bel Air

2015 Emmorton Rd
Suite 101
Bel Air, MD 21015

Hours:
8:30am to 5pm, M-F

(410) 515-6310

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Our Integrated Services

With Allworth, you have direct access to a team of in-house financial specialists. It all works together as part of one, coordinated strategy.

Financial Planning

Scenario modeling to evaluate major decisions before they're made
Cash flow and liquidity planning for near- and long-term needs
Retirement income sequencing designed to manage tax exposure across account types
Social Security optimization as part of a broader income strategy

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Investment Management

Tax-efficient portfolio construction calibrated to your goals and risk profile
Concentrated stock management and position diversificaiton
Year-round automated tax-loss harvesting and tax-smart trading
Alternatives, structured notes, and defensive strategies

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Coordinated Tax Planning

Forward-looking tax strategy intergrated into your broader wealth plan
Roth conversion opportunities, assessed using a multi-year tax outlook
Charitable giving strategies, including DAFs, QCDs, and CRTs
Business sale and liquidity event tax planning to maximize proceeds

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Legacy & Estate Planning

Multi-generational wealth transfer planning designed to minimize tax exposure
Estate document alignment with current investment and tax strategies
Trust design and coordination across revocable and irrevocable structures
Charitable intent incorporated into legacy structure

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Insurance & Risk Services

Risk oversight integrated into your wealth plan, not handled separately
Critical gaps identified before they affect long-term priorities
Life, long-term care, and liability needs evaluated in full financial context
Coverage structured to preserve stability and flexibility as circumstances evolve

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Why do people choose Allworth?

At the end of the day, it’s all about placing our clients at the center of everything we do – every day.

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