Direct booking

Advisors near 20861

Out of 400,000+ nationwide

user avatar

Fred Y

CFP®, Series 65

Greencastle, PA

Cumberland Valley Financial Services Inc.

Active portfolio management Options & derivatives strategies
user avatar

Timothy T

Series 63, Series 65

Martinsburg, WV

Taylor Capital Management

Options & derivatives strategies Active portfolio management
user avatar
firm logo

David C

Series 63, Series 65, Series 66

Hagerstown, MD

Legacy Investment Strategies, LLC

Retired Founder/Business Owner
user avatar
firm logo

Gary C

Series 63, Series 66

Hagerstown, MD

Soar Financial LLC

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Active portfolio management Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar
firm logo

Jonathan B

Series 63, Series 65

Martingsburg, WV

Southland Equity Partners, LLC.

Wealth management General tax planning
user avatar
firm logo

Cort M

Series 63, Series 66

Hagerstown, MD

Capital Investment Advisory Services, LLC

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Scott T

Series 63, Series 65

Hagerstown, MD

Cwm, Llc

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Karsyn B

Series 65

Hagerstown, MD

Cwm, Llc

Tax-loss harvesting ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Matthew K

CFP®, Series 66

Martinsburg, WV

Founders Financial Securities LLC

Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Becky L

Series 63, Series 65

Hagerstown, MD

Calton & Associates, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.