Maller Wealth Advisors has been listed in the Baltimore Business Journal’s 2016 List of Financial Planning Companies

We are happy to announce that Maller Wealth Advisors was ranked #17 on our initial debut in the Baltimore Business Journal’s 2016 List of Financial Planning Companies. Entry into the list was based on the number of professional employees, assets under management, and specialty areas in relation to financial planning. 2016 Baltimore Business Journal’s The […]

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Maller Wealth Advisors was listed in INC Magazine’s 2015 list of the 5000 Fastest Growing Private Companies in America

Maller Wealth Advisors was listed in INC Magazine’s 2015 list of the 5000 Fastest Growing Private Companies in America

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Peter Maller featured in Citybizlist Baltimore in the article “How Should You Invest in 2016?”

Citybizlist Baltimore featured Peter Maller, President and Founder of Maller Wealth Advisors, as an expert source in January 2016. In the article, “How Should You Invest in 2016?” Maller discusses market fluctuations and annuities. Citybizlist Baltimore January 2016

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Peter D. Maller Featured in THE SUIT Magazine, November 2015

THE SUIT magazine featured Peter Maller, President and Founder of Maller Wealth Advisors, as an expert source in the magazine’s November 2015 issue. In the article, “Well-Developed Client Relationships Form Basis for Spreading Risk Thin” Maller discusses the benefits of strengthening client relationships.    THE SUIT Magazine November 2015

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PETER D. MALLER OF MALLER WEALTH ADVISORS, INC. JOINS THE RESOURCE GROUP OF LINCOLN FINANCIAL ADVISORS

FOR IMMEDIATE RELEASE Hunt Valley, Md, May 01, 2015 — Peter D. Maller, MBA, CFP®, AEP® of Maller Wealth Advisors, Inc. and registered representative of Lincoln Financial Advisors Corp. (LFA), was recently selected to join The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within LFA. The Resource Group (TRG) is […]

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Peter Maller featured in Baltimore STYLE

Baltimore STYLE magazine featured Peter Maller, president and CEO of Maller Wealth Advisors, as an expert source in the magazine’s March 2015 issue. In the article, “What’s in a number?,” Maller discusses the benefits of long-term care insurance.   Style-MallerResource-March15

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Maller Featured in Partner Magazine, Summer 2015

Partner Magazine, Summer 2015

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Peter Maller Named Lincoln Financial Advisors Planner of the Year for 2014

Peter Maller, founder and president of Maller Wealth Advisors and registered representative of Lincoln Financial Advisors (LFA), was recently named LFA Planner of the Year for 2014. Maller has been named LFA Planner of the Year seven times in the last eight years. Planner of the Year is awarded each year to the leading advisor […]

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PETER D. MALLER Named an ACCREDITED ESTATE PLANNER® Designee

PETER D. MALLER, MBA, CFP®, Named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils on February 27, 2015 Cleveland, Ohio – Peter D. Maller is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). The Accredited Estate Planner® (AEP®) designation is […]

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Maller Wealth Advisors Raises the Bar for Charitable Giving

Maller Wealth Advisors Raises the Bar for Charitable Giving! In 2015, Maller Wealth Advisors became a Leadership Corporate Member of the Maryland Zoo in Baltimore. The Zoo relies on the support of the local business community and we are proud to be part of the prestigious group of corporate sponsors. Maller Wealth Advisors’ generosity can […]

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