The 5 Best Financial Planners Around Frederick

When planning for your financial future—whether that means retirement income, estate preservation or navigating a business transition—it helps to have a professional who’s as strategic as they are focused on your goals. In fact, according to industry data, individuals who work with a certified financial planner are more likely to achieve their long-term financial objectives. The Best of the Best recognizes local advisors in Frederick who combine technical credentials, comprehensive planning and client-centered service.

Scott McCaskill – McCaskill Financial

Scott McCaskill is a CFP®-certified financial planner who emphasizes building long-term relationships and customizing plans that reflect each client’s unique goals. His firm focuses on investment management, retirement planning, estate strategies and tax-efficient solutions. With a team that supports client experience and analytical research, the approach is systematic yet personal. The fact he also writes a monthly column and appears on local radio shows underlines his commitment to making financial planning accessible.

Brennan Gmeiner, AIF, WMS, CLTC, CKA, CPFA – Turning Point Financial

Brennan Gmeiner serves as Vice President and Senior Financial Advisor and brings multiple professional designations to his role—including AIF®, CLTC®, WMS®, CKA®—that reflect specialization in both individual and business-owner planning. Having grown up in Frederick County, his local roots inform his work with entrepreneurial clients and multigenerational families. His team within Turning Point manages tens of millions in assets and offers services ranging from personal financial planning to business value optimization and tax-sensitive strategies.

Eric Vinores – Vinores Financial Services

Eric Vinores leads his Frederick-area practice with a focus on holistic planning for individuals, couples and families at critical life stages. His services cover retirement income design, investment oversight and risk management. By guiding clients through transitions—such as career changes or legacy preparation—he aims to deliver clarity and confidence. The local Thurmont base gives him proximity to clients and adds a regional perspective to his practice.

Brad W. Young, CFP/CTFA – Maryland Financial Planners

Brad Young combines his CFP® credential with trust-and-fiduciary expertise (CTFA) to serve clients whose financial lives include investments, wealth transfers, business succession and family governance. His Frederick-area office offers planning that spans life-cycle events and generational wealth concerns. With experience guiding both individuals and institutions, he brings a level of sophistication often found in larger markets yet applies it locally.

Jason A. Jennings – Key Financial Group, LLC

Jason Jennings is a managing partner with over 25 years in the financial-planning field. At Key Financial Group he emphasizes independent advice—free from proprietary product pressures—and works with families and business owners to design customized strategies. Their offering covers retirement readiness, insurance evaluation, business transition planning and risk assessment. Jason’s educational background (finance undergraduate degree and graduate degree in financial planning) and local community involvement anchor his practice in Frederick.

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