The 5 Best Financial Planners Around Frederick

When it comes to planning for a secure financial future, finding a knowledgeable and trustworthy financial planner is essential. In Frederick County, skilled financial professionals help clients manage investments, plan for retirement, and navigate life’s financial milestones. The following planners have been recognized by The Frederick News-Post’s Best of the Best contest for their dedication to providing outstanding financial guidance.

Scott McCaskill | McCaskill Financial

Scott McCaskill, winner of the Best Financial Planner category, is known for his personalized approach to financial planning. As the lead planner at McCaskill Financial, Scott combines years of experience with a genuine commitment to helping clients achieve their goals. His firm offers comprehensive services, from retirement planning and wealth management to risk assessment and estate planning. Scott emphasizes building long-term relationships with his clients, which allows him to tailor strategies that adapt as their lives and financial needs change. This client-centered approach has solidified Scott’s reputation as a trusted advisor in the Frederick community.

Jason Topper | Turning Point Financial

Jason Topper, a finalist in this year’s contest, brings extensive experience to his role at Turning Point Financial. Known for his detailed financial strategies and dedication to client success, Jason works with individuals and families to create personalized financial roadmaps. His specialties include investment management and retirement planning, where he helps clients prepare for a stable financial future. Jason’s careful planning and focus on client education make him a respected figure among Frederick residents seeking sound financial advice.

Jeremy Veres | Turning Point Financial

Also a finalist, Jeremy Veres shares his expertise as part of the Turning Point Financial team. Jeremy provides customized financial planning services that focus on sustainable wealth-building and retirement readiness. By taking the time to understand each client’s unique financial picture, Jeremy crafts strategies designed to maximize growth and minimize risk. His commitment to transparency and client-focused advice has earned him a loyal client base in Frederick, where he continues to help individuals navigate complex financial decisions with confidence.

Carter Shaffer | Monocacy Wealth Management

A top-five finisher, Carter Shaffer of Monocacy Wealth Management offers a personalized and strategic approach to financial planning. Carter specializes in asset management, retirement planning, and financial advisory services, with a focus on building lasting relationships with clients. His hands-on approach allows him to adjust strategies in response to changing market conditions and client goals. Clients value Carter’s dedication to personalized service and his commitment to helping them secure a prosperous financial future, making him a go-to advisor in Frederick.

Laura Johnson | Hummingbird Wealth Management

Laura Johnson, rounding out the top five, is the lead planner at Hummingbird Wealth Management. She provides clients with holistic financial guidance, helping them plan for key life events and manage investments with care. Laura is known for her compassionate and insightful approach, ensuring clients feel supported and informed throughout their financial journey. Her dedication to financial wellness and client empowerment has made Hummingbird Wealth Management a valued resource in Frederick County, where clients seek her guidance for both immediate and long-term financial needs.

Thanks, ChatGPT.