MWA expands services to include Corporate Retirement Plans

MWA has expanded our services to include the implementation, managing, and services of corporate retirement plans for employees of small, medium and large businesses. Qualified plans will include 401Ks, 403Bs, simple IRAs, profit-sharing plans, defined-benefit plans and cash-balance plans. “Retirement plans have become more and more important to employees in the workforce today, and we […]

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Peter Maller Named as a Best-In-State Wealth Advisor for Forbes

We are proud to announce that Peter Maller has been named as a Best-In-State Wealth Advisor. This list was compiled by Forbes, in partnership with SHOOK Research. Nominees and honorees for the Best-In-State Wealth Advisors are judged based on an algorithm of qualitative criteria, gathered through telephone and in-person due diligence interviews, alongside quantitative data. […]

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Peter Maller Named as a Winner of Baltimore Magazine 2019 Five Star Wealth Managers

Peter Maller has been listed as a Five Star Wealth Manager in the Maryland Market for 2019, published February 2019 by Five Star Professional in Baltimore Magazine. This is the seventh time Peter has been recognized, having been listed each year since 2013. Five Star Wealth Manager – The Five Star Wealth Manager Award is […]

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Maller Wealth Advisors has been included in the Baltimore Business Journal’s 2018 List of Largest Financial Planning Companies

We are happy to announce that Maller Wealth Advisors was ranked #10 in the Baltimore Business Journal’s 2018 List of Largest Financial Planning Companies. This list was ranked by number of professionals in the Baltimore area. 2018 Baltimore Business Journal’s Largest Financial Planning Companies in Greater Baltimore

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Peter Maller Named Lincoln Financial Advisors’ Planner of the Year for 2017

Peter Maller named Planner of the Year for ninth time Award breaks record for number of times one planner has been honored HUNT VALLEY, Md.—Peter Maller, founder and president of Maller Wealth Advisors, a national wealth management firm based in Hunt Valley, Maryland, was named Planner of the Year* for 2017 by Lincoln Financial Advisors. […]

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Maller Wealth Advisors was listed in Barron’s America’s Top 1,200 Financial Advisors for 2018

Maller Wealth Advisors was listed in Barron’s America’s Top 1,200 Financial Advisors for 2018 Barron’s America’s Top 1,200 Financial Advisors- Maller Wealth Advisors Peter Maller and Maller Wealth Advisors qualified for this recognition based on the following criteria: Q3 numbers, FINRA- or SEC-registered advisors, AUM minimums vary by state.

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Maller Wealth Advisors Is Delighted to Support Montannah’s Climb for EMDR Research and Awareness

Updated April 5, 2018 We are so pleased to share the news of Montannah’s successful climb of Mt. Kilimanjara and new world record! By completed this feat at the age of just 7 years old, she is now the youngest female to have completed the climb. We are so proud of Montannah! Youngest Female to […]

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Maller Wealth Advisors has been included in the Baltimore Business Journal’s 2017 List of Financial Planners

We are happy to announce that Maller Wealth Advisors was ranked #12 in the Baltimore Business Journal’s 2017 List of Financial Planners. This list was ranked by number of professionals in the Baltimore area. 2017 Baltimore Business Journal’s Largest Financial Planning Companies in Greater Baltimore

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Maller Wealth Advisors has been included in the Baltimore Business Journal’s 2017 List of Corporate Philanthropists

We are happy to announce that Maller Wealth Advisors was ranked #25 in the Baltimore Business Journal’s 2017 List of Corporate Philanthropists. Peter Maller and 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. 2017 Baltimore Business […]

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Our Awards and Recognitions

Peter Maller, Wealth Advisor, and his team have been: Named Lincoln Financial Network (LFN) Planner of the Year for 2007, 2009, 2010, 2011, 2012, 2013, 2014, and 2016 Named to 2015 and 2016 Inc. Magazine Top 5000 list of fastest-growing Private Companies in America Listed by Five Star Professional in Baltimore Magazine as a Five […]

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