Page 72 - THS 2023 Program Book

www.mallerwealthadvisors.com
Peter Maller, Peter Maller, MBA, CFP MBA, CFP® ®, AEP , AEP® ® is the Founder and
President of Maller Wealth Advisors, Inc., headquartered in Hunt Valley,
MD. Peter has over 30 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. He’s been named the Lincoln Financial Network Planner of the
Year for 12 of the past 15 years1, and has been 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
Taking Care Of Your Taking Care Of Your Financial Future Financial Future
Today And Tomorrow Today And Tomorrow
“We pride ourselves on creating an extraordinary customer experience for high net worth
individuals, successful CEOs, business owners and accomplished professionals. When
Maller Wealth Advisors prepares an individualized financial plan for you and coordinates
it with a customized investment plan, you will have a financial sense of security for many
years to come,” says Peter Maller.
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Comprehensive Financial and Estate/Tax Planning - Investment Strategy Risk
Management Service - Business Succession Planning - Employee Benefit Programs
201 International Circle, Suite 100, Hunt Valley, MD 21030
Phone 410.771.5660 Email peter.maller@lfg.com www.mallerwealthadvisors.com
Peter Maller is a registered representative of Lincoln Financial Advisory Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-
dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the
marketing name for Lincoln National Corporation (LNC). Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp.
1. This 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. 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.
CRN-4951712-091522
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