Maller Wealth Advisors Ranked among Baltimore’s Largest Financial Planners

1/9/18

Maller Wealth Advisors, a national wealth management firm based in Hunt Valley, was ranked No. 12 in the Baltimore Business Journal’s 2017 list of “Largest Financial Planning Companies in Greater Baltimore.”

Company size was determined by number of Baltimore-area professionals who have obtained a Series 7 license, a certified public accountant or certified financial planner license and are qualified to provide comprehensive financial planning services. Maller Wealth Advisors consists of 20 qualified professionals.

“As we’re growing in the Baltimore region, our reach extends far beyond Maryland, serving high net-worth individuals across the country,” said Peter Maller, founder and president of Maller Wealth Advisors. “Beyond business, our growth positions us to be responsible corporate citizens, and we’re proud to support the many causes in the Baltimore community as well as on a national and international level.”

The Baltimore Business Journal included Maller Wealth Advisors in the 2017 list of “Largest Corporate Philanthropists in Greater Baltimore” based on Baltimore-area cash donations in 2016. Maller Wealth Advisors qualified for this nomination by being a business in the Baltimore area and was ranked by cash contributions in the Baltimore area in 2016.

The Baltimore Business Journal’s lists rank hundreds of companies in major industries across the Baltimore region by a range of criteria. At the end of 2017, the journal published “The Book of Lists,” an aggregate collection of all the prior Baltimore Business Journal lists published in 2017. The criteria for inclusion is related to the individual eligibility requirements for the above-mentioned lists.

Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a national wealth management firm providing sophisticated investment strategies, comprehensive financial planning, risk management services, business succession planning and employee benefits to successful business owners, accomplished professionals and high net-worth individuals.

Recent Deals

Interested in advertising your deals? Contact Edwin Warfield.

Connect with these Baltimore Professionals on LinkedIn

  • Edwin Warfield

    Editor in Chief, Warfield Digital

    Connect
  • Jean Halle

    Independent Consultant

    Connect
  • Larry Lichtenauer

    President of Lawrence Howard & Associates

    Connect
  • Newt Fowler

    Partner at Womble Carlyle, LLP

    Connect
  • David Crowley

    Owner at Develop DC

    Connect
  • Carolyn Stinson

    Stinson Marketing Group

    Connect