Peter Maller, MBA, CFP®, AEP®, is the Founder of Maller Wealth Advisors, Inc. headquartered in Hunt Valley, MD. Peter has more than thirty-five years of experience in the financial planning and wealth management industry and has specialized in working with successful business owners, professionals, and high-net-worth individuals throughout the United States.
He was named the Lincoln Financial Network (LFN) Planner of the Year 14 times between 2007 and 2022* and became a qualified member of the prestigious Million Dollar Round Table and achieved Top of the Table status, ranking him in the top 1 percent of advisors in the industry.
Peter completed his undergraduate degree at Washington College, graduating magna cum laude, and earned his Master of Business Administration degree from Florida State University. He was a two-time collegiate tennis All-American and a two-time academic All-American and continues to be an active member of the Maryland athletic community.
He became a CERTIFIED FINANCIAL PLANNER™ Professional, having earned his designation through the College for Financial Planning and was also certified as an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils. He obtained the necessary qualifications to be FINRA Series 6, 7, 63 and 65 registered and Life, Accident and Health insurance licensed.
Giving back has always been important to Peter and he supports more than twenty different charities and not-for-profit organizations, both nationally and internationally. His community involvement has included serving on the Board of Trustees at The Baltimore Estate Planning Council, the Board of Trustees at Garrison Forest School, the Parents’ Council at Miami University, the FSU MBA Advisory Board, and the Board of Trustees at Washington College (receiving the distinguished Alumni Service Award in recognition of his impact and major involvement).
Random Highlights
♣ Hole in One – Maryland Golf & Country Club – Par 3, 175 yards, 6 iron
♣ Jumped highest bungee jump in the world – 709 feet – Bloukrans Bridge Bungee
♣ Ran a sub 3-hour marathon – Chicago 2:52:15
♣ Inducted into the Washington College Athletic Hall of Fame for tennis in 2007
♣ Coached the Florida State Men’s Tennis Team from 1990-1992
Peter lives in Baltimore, MD with his wife Trish. They have four children.
*This internal award is given to LFA, now Osaic Wealth, planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by senior managers.
