#1
New Perspective Financial Solutions
“The New Perspective Team is very attentive and responsive. They are knowledgeable and professional. They will go beyond what's expected.” — Google review
Experts Reviews · 2026 Ratings
The Best Financial Planners in Takoma Park, MD
We graded 7 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
—typical jobMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range).
99%say the price was fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.
4.93★average ratingPlain average of every Google star rating we collected for these companies.
1.5%bad jobs (1–2★, 2 yrs)Share of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
From 2,621 Google reviews of 34 top-rated financial planners nationwide; 7 of them in Takoma Park, MD. Updated November 2, 2026.
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Overall ratings
Experts Score 0–100Experts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial planners).
| # | Company | ScoreExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. | FactorsFactor grades, in orderSatisfaction (54%): Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Reliability (24%): How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Craft & service (0%): Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Replies to reviews (7%): How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  EP Wealth AdvisorsTakoma Park, MD | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%97+29.8Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 2 |  Allworth FinancialTakoma Park, MD | A 98How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%97+29.8Experts Score= 98Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA––A– | 5.00 | — |
| 3 | New Perspective Financial SolutionsTakoma Park, MD | A 85How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%87+47.5Reliability 24%89+21.6Value 14%100+14.1Replies to reviews 7%20+1.4Experts Score= 85Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–AAD | 4.88 | — |
| 4 | ![Bethesda Wealth Planning Group [BWPG] logo](/logos/bethesda-wealth-planning-group-bwpg-takoma-park-md.webp){kind=small} Bethesda Wealth Planning Group [BWPG]Takoma Park, MD | A 85How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%89+52.2Reliability 26%79+20.6Value 15%78+11.9Experts Score= 85Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AB–BA– | 4.89 | — |
| 5 |  XML Financial GroupTakoma Park, MD | A 84How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%86+50.5Reliability 26%82+21.4Value 15%78+11.9Experts Score= 84Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AA–BA– | 4.82 | — |
| 6 |  BestOne Financial, LLCTakoma Park, MD | B 75How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%84+58.2Reliability 31%78+24Momentum penalty25−7.5Experts Score= 75Not enough data for value, replies to reviews; its weight is shared by the others.Grade B: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | AB––D– | 4.89 | — |
| 7 |  G Petrov & Associates, LLCTakoma Park, MD | D 22How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%35+19.1Reliability 24%1+0.2Value 14%36+5.1Replies to reviews 7%100+7.1Momentum penalty0−10Experts Score= 22Grade D: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews. | DF–DFA | 4.46 | — |
What jobs cost
What customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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Financial Planners in Takoma Park, MD at a glance
How the 7 financial planners we rated in Takoma Park, MD compare, and what customers praise most.
Experts Score grades
A = score 80+, F = below 20.
- Grade A571%
- Grade B114%
- Grade C00%
- Grade D114%
- Grade F00%
Google ratings
Average stars per company.
- 4.90★ and up229%
- 4.80–4.89★457%
- 4.60–4.79★00%
- Below 4.60★114%
What customers praise
Share of Google review highlights.
- Quality8225%
- Professionalism9730%
- Responsiveness8025%
- Punctuality00%
- Value6420%
Was the price fair?
All price verdicts left with reviews.
- Great price13255%
- Reasonable9339%
- Overpriced21%
- Not sure135%
Price verdicts by year
Share calling it great / reasonable / overpriced.
2025
2026
How we grade
Satisfaction (54%) — Recency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.
Reliability (24%) — How rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.
Craft & service (penalty, up to −10) — Google review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.
Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.
Momentum (penalty, up to −10) — Penalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.
Replies to reviews (7%) — How often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.
The 7 best-rated financial planners in Takoma Park, MD average 4.9★ on Google across 292 reviews. EP Wealth Advisors has the top rating (5.0★), and New Perspective Financial Solutions has the most reviews (65). Updated October 28, 2026.
7 companies that meet our bar: rated 4.5★ or higher on Google, with a meaningful review history (292 reviews combined) and currently operating. Request a call back and the company will phone you directly.
#2
EP Wealth Advisors
“We have used their services for 14+ years. Always Ara and his team are responsive, responsible, and proactive. They are incredibly insightful and always one step ahead of trends.” — Google review
#3
Allworth Financial
“ASF may have joined forces with Allworth Financial, but the responsiveness, professionalism, and quality of service remain top rate. The only change is that our trusted financial analysts have even more tools…” — Google review
#4
BestOne Financial, LLC
“Fayisa Wirtu was amazing to work with! He made the whole home-buying process smooth and stress-free. Super professional, patient, and always had our best interest in mind. Highly recommend!” — Google review
#5
Bethesda Wealth Planning Group [BWPG]
“I had a session with Simeon, and it was a really positive experience. He was easy to talk to, explained everything in a way that actually made sense, and answered all of my questions without making me feel rushed. I…” — Google review
#6
XML Financial Group
“We have been customers of XML for about 15 years and they have guided us through different financial stages with amazing support. As we move though different life stages I am happy for the education and support…” — Google review
#7
G Petrov & Associates, LLC
“George Petrov is an excellent Certified Public Account and has for many years provided professional tax accounting services for my wife and I and our sons..” — Google review
How we pick financial planners in Takoma Park
We scan Google Maps for financial planner listings in and around Takoma Park, keep only open businesses whose main category matches the service, and require a Google rating of at least 4.5 from at least 20 reviews. Companies are ordered by a confidence-weighted score that balances rating and review volume. We do not accept payment for placement.
Frequently asked questions
Who is the highest-rated financial planner in Takoma Park?
EP Wealth Advisors has the highest Google rating on our Takoma Park list: 5.0 out of 5 from 41 reviews (as of October 28, 2026).
Which financial planner in Takoma Park has the most reviews?
New Perspective Financial Solutions has the most Google reviews among the companies listed here: 65, with a 4.9★ average.
How are these financial planners chosen?
Only open Takoma Park-area businesses whose Google category matches the service, rated at least 4.5★ from at least 20 Google reviews. They are ordered by a confidence-weighted score of rating and review volume. Placement is never paid.
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