Berman McAleer, LLC Email Format

Financial ServicesMaryland, United States11-50 Employees

Berman McAleer, LLC is an independent wealth management firm based in Timonium, Maryland, with an additional office in New York. It serves a select group of families, focusing on their total financial well-being and long-term financial security. The firm restricts new client intake, having closed to new clients on multiple occasions to keep client interests aligned. Advisors are salaried rather than incentivized by production or assets, and the firm avoids proprietary products or accounts.

Investment advisory services are provided through Berman McAleer, LLC d.b.a. Berman McAleer, a Registered Investment Adviser, and the firm is independently owned and operated; insurance services come from unaffiliated carriers, and no tax or legal advice is offered. Recent recognition includes David Berman being named a 2025 Forbes Best-in-State Wealth Advisor, and the firm having previously been named the Baltimore area's Best Place to Work in 2022.

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