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.
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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Best financial planners in Takoma Park for investment advising
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XML Financial GroupHow Job match is calculatedBuilt only from reviews Google tagged “Investment advising”:Stars on this job 55%5.00★Number of such jobs 25%16Overall Experts Score 20%84Job match= 95Stars are pulled toward the category average (4.93★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.95
New Perspective Financial SolutionsHow Job match is calculatedBuilt only from reviews Google tagged “Investment advising”:Stars on this job 55%4.92★Number of such jobs 25%13Overall Experts Score 20%85Job match= 89Stars are pulled toward the category average (4.93★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.89![Bethesda Wealth Planning Group [BWPG] logo](/logos/bethesda-wealth-planning-group-bwpg-takoma-park-md.webp){kind=small}
Bethesda Wealth Planning Group [BWPG]How Job match is calculatedBuilt only from reviews Google tagged “Investment advising”:Stars on this job 55%5.00★Number of such jobs 25%4Overall Experts Score 20%85Job match= 83Stars are pulled toward the category average (4.93★) when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.83Job match = this company’s ★ on reviews Google tagged “Investment advising” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.
What customers said about investment advising
New Perspective Financial Solutio…Great fellowship and good food at. An opportunity to meet the staff at New Perspectives Financial Solutions and new people. Great team of professionals!
XML Financial GroupWe 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 provided. The team is super responsive and are avaialble for anything needed. I am consistently being…
New Perspective Financial Solutio…Thanks for the crab feast I had a great time and I am stuffed. Oh yeah all the food was very good.
New Perspective Financial Solutio…Very responsive and New Perspectives takes care of their clientele. Top to bottom, they're able to answer any questions I have.
XML Financial GroupHigh regards for XML Financial Group. We appreciate that they recommend financial support in such a way where we do not feel any pressure. Communication is proactive and the financial advice always aligns with our family's long-term goals.
XML Financial GroupI have worked with Zach Weaver for over a year now. Initially, I did not want to hand over my accounts to an advisor because I felt like I had a pretty good handle on things but since working with him I have walked away with great invetment picks but more importantly a better understanding about my investments and…
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]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.
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.