Peter Maller, MBA, CFP®, AEP®, is the Founder and President of Maller Wealth Advisors, Inc., headquartered in Hunt Valley, MD. Peter has over 25 years of experience in the financial planning industry and specializes in working with successful business owners, professionals, and high-net-worth individuals throughout the United States.
- Named the Lincoln Financial Network Planner of the Year1 for 11 of the past 14 years.
- Named among Barron’s Top 1200 Advisors2, Forbes Best-In-State Wealth Advisors3, and The Daily Record’s 2016 and 2017 “Most Admired CEOs.”4
- A qualified member of the prestigious Million Dollar Round Table; achieved Top of the Table Status.5
- Maller Wealth Advisors, was named a 2015 and 2016 winner of Magazine’s Top 5000 list of Fastest-Growing Private Companies in America.6
Peter completed his undergraduate degree at Washington College (magna cum laude) and received his MBA from Florida State University. Peter is a two-time collegiate tennis All-American.
He is a CERTIFIED FINANCIAL PLANNER™ Professional (the College for Financial Planning) and is certified as an ACCREDITED ESTATE PLANNER® Designee (National Association of Estate Planners & Councils). He is FINRA Series 6, 7, 63 and 65 registered and Life, Accident and Health insurance licensed.
Peter serves on the Board of Trustees at The Baltimore Estate Planning Council, the Board of Trustees at Garrison Forest School and the Washington College Board of Visitors and Governors. At Washington College, he received the distinguished Alumni Service Award in recognition of his involvement and support. He has also served on the MBA Advisory Board for Florida State University.
Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and Investment advisory services offered through Lincoln Financial Advisors Corp., a Broker Dealer and a Registered Investment Advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Services Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Maller Wealth Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-2057589-031418
1This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
2 Barron’s based the rankings on data provided by around 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. No fee was required for nomination, receipt or promotion of this award which was independently granted. No membership is required.
3 Forbes Best-In-State Wealth Advisors are judged based on an algorithm of qualitative criteria, gleaned through telephone and in-person due diligence interviews, as well as quantitative data. Advisors must have a minimum of seven years’ experience to qualify, with the algorithm weighing additional considerations such as revenue trends, assets under management, compliance records, and industry experience. We submitted our application, but neither Forbes nor SHOOK received a fee for application or in exchange for nomination, receipt or promotion of these rankings. This award was independently granted. No membership is required.
4 This year’s honorees were selected by a panel of business and legal professionals and a representative of The Daily Record, based on their leadership and vision; competitiveness and innovation; community leadership and service; financial performance and growth; corporate leadership and board service; and nonprofit involvement. No fee was required for application (which we submitted), nomination, receipt or promotion of this award which was independently granted. No membership is required.
5 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. Membership is required to achieve this status. We were independently nominated. There are no fees for the nomination, receipt or promotion of the award.
6 Companies are ranked according to the percentage growth of their annual revenue over a three-year period. We applied with a $150 applicant fee. No membership is required. No fees were paid for nomination, receipt or promotion of this award.