Peter Maller named Financial Planner of the Year

Peter Maller, founder and president of Maller Wealth Advisors in Hunt Valley 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.

The Planner of the Year recognition is awarded annually to the leading financial planners among thousands affiliated with LFA.

With more than 21 years of experience in financial services, Maller founded Maller Wealth Advisors. The firm, headquartered in Hunt Valley, is a wealth management firm providing investment strategies, financial planning, risk management services, business succession planning and employee benefits to business owners, accomplished professionals and high-net-worth individuals.

Prior to opening Maller Wealth Advisors, he provided wealth management services through Heritage Financial Consultants, where we was founding partner and served as managing partner. Maller is a qualified member of the Million Dollar Round Table (MDRT), an international, independent association of life insurance and financial services professionals, and has achieved “Top of the Table” status, ranking him in the top 5 percent within MDRT.

He currently serves on the boards of Baltimore Medical Systems, the Washington College Planned Giving Advisory Council and the Washington College Presidents Leadership Council. In addition, he is a member of the boards of trustees for Garrison Forest School and the Parents’ Council at Miami University of Ohio.

Maller holds CERTIFIED FINANCIAL PLANNER™ Certification and Accredited Estate Planner designation. He received his MBA from Florida State University in Tallahassee, Florida, and completed his undergraduate degree at Washington College.