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Julian Ball

Advisor at Ball Wealth Management LLC

Updated today
Ball Wealth Management LLC logo

Firm

Ball Wealth Management LLC

Location

Owings, MD

Credentials

CFA®, Series 63, Series 65

Industry experience

4 years

About

Julian Ball is the principal of Ball Wealth Management LLC in Owings, MD, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 3 years of industry experience and has operated his independent advisory firm since 2004. Ball Wealth Management LLC is a single-advisor registered investment adviser providing discretionary portfolio management to individuals and various institutional clients, including qualified retirement plans, trusts, and corporate pension plans. The firm uses fundamental analysis and a long-term buy-and-hold investment approach, with continuous portfolio monitoring and customized investment policy statements for each client.

Client services

Based on Ball Wealth Management LLC

Portfolio management

Expertise

Based on Ball Wealth Management LLC

Active portfolio management

Fee options

Percentage

$0 - $500,000: 1.2% annually $500,001 - $1,000,000: 0.9% annually $1,000,001 - $3,000,000: 0.8% annually $3,000,001 - $8,000,000: 0.6% annually $8,000,001+: 0.5% annually

Other

Account minimum: $200,000 Minimum fee: $2,000 annually, fees may be negotiable Fee-only: Fee-only basis for portfolio management

Location

Owings, MD

Most active in

Maryland

Work history

Ball Wealth Management LLC

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zaneilia H

CFP®, Series 63, Series 65

Upper Marlboro, MD

Harris and Harris Wealth Management Group, LLC

General retirement planning Business succession planning Executive Founder/Business Owner
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Douglas H

Series 65

Upper Marlboro, MD

Legacy Investing & Wealth Management LLC

Tax-loss harvesting

Rianka D

CFP®

Upper Marlboro, MD

YGC Wealth

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Young Families Established Professionals Gen Y/Millennials (Born 1980-1995)
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William F

Series 65

Owings, MD

WD Financial Solutions

Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner
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Nicholas B

Series 63, Series 65

Dunkirk, MD

Calvert Wealth Management, Inc.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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Patrick B

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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