Financial Advisors & Wealth Management Services in Bel Air, MD

 

Allworth's Bel Air, Maryland, office works with individuals, families, and professionals across the greater Baltimore region whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.



Lifestyle1
97%
client loyalty 31,000+ Clients2
30
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

 

Few locations in the Mid-Atlantic sit as naturally at the crossroads of wealth as Harford County. Positioned between Baltimore and Philadelphia, and drawing professionals from Maryland, Delaware, and southeastern Pennsylvania, Bel Air serves as a planning hub for a broad and diverse base of individuals and families: healthcare executives, defense and government professionals, business owners, and multigenerational families whose financial lives demand coordinated planning across every dimension.

Allworth's Bel Air team of fiduciary advisors and in-house wealth planning specialists has spent more than 30 years building the expertise and relationships that planning at this level requires across the tri-state region.

Corey Frank
Corey Frank Financial Advisor CFP®
Bel Air, MD Read bio
Lisa Fulco
Lisa Fulco Financial Advisor CFP®, ChFC®, CPWA®, LUTCF®
Bel Air, MD Read bio
Bel Air

 

Located near the intersection of Emmorton Road and Plumtree Road, less than 10 minutes south of Upper Chesapeake Medical Center. Our office is on the first floor, straight back when entering from the front of the building. Easily accessible from Veterans Memorial Highway and I-95. Free on-site parking is available. Conveniently situated for clients traveling from across the greater tri-state region, including Fallston, Forest Hill, and the greater Baltimore area in Maryland, Wilmington and Newark in Delaware, and York and Lancaster in southeastern Pennsylvania.

2015 Emmorton Rd
Ste 101
Bel Air, MD 21015

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

(410) 515-6310

 

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