Skip to content

Find a Financial Advisor in Bel Air, MD

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.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Bel Air Financial Advisory Team

blue line

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, Dan, and Carol 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.

Lisa Fulco
Financial Advisor
Corey Frank
Financial Advisor
Dan Novak
Partner Advisor
Carol Novak
Partner Advisor

Location and Contact Details

blue line

Address

2231 Old Emmorton Road
Bel Air, MD
Hours: 8:30am to 5pm, M-F

Services

Our Bel Air Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

blue line
11/01/2024

Should you be using a Donor-Advised Fund for charitable giving?

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

10/31/2024

Retirement Plan Review: From Participation Rates to SECURE 2.0

Gain actionable insights for optimizing efficiency and compliance through strategic plan

09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

{button_link={url={type=EXTERNAL, content_id=null, href=/articles, href_with_scheme=/articles}, open_in_new_tab=false, no_follow=false, sponsored=false, user_generated_content=false, rel=}, button_text=See More, select_button_theme=hs-button, select_button_type=std}
btnId =
See More