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McCaskill Financial named "Best" for Financial Planning.

McCaskill Financial was awarded the "Best of Frederick"  for Financial Planning by Frederick Magazine and one of the "Best of the Best" by the Frederick News Post for over six years.  

*Best of Frederick for Financial Planning, Frederick Magazine published on 2/3/2022. Data based on voting period between 9/15/2021-11/15/2021. Award winners are determined by reader voting for local financial planning business in Frederick, MD. This award is not indicative of future performance, your experience with this Advisor may vary. Click here for more award details.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Giving Back to our Community

Think Local...Think McCaskill is more than just a catchphrase.  It's about being active in our city and county, while giving back as often as possible.

Ask us how you can also get involved in supporting our great community.

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Experience matters.

With over 100 years of financial industry experience, our team focuses on developing a tailored financial plan with smart and unique investment solutions to help you achieve your life goals.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Financial Planning

Financial Planning

We offer full service financial planning that takes a holistic view of your entire situation.  From education planning and tax strategies, all the way to retirement planning and estate management...we are with you through every step of the financial planning process.

Our ultimate objective is to make sure you achieve your financial goals.  By utilizing an intelligent financial planning process, we focus on what is important to you, both now and for your future.

"Our goal is to always do what is best for our client.  That is what is important to us and that is our fiduciary responsibility.

We've never wanted to be the biggest financial firm, we only want to be the best." 

- Scott McCaskill



"We often say that we only bring on nice clients, but it is true.  We have developed a sense of community and family here, and our clients appreciate that type of relationship."

- Linda Doyle


"When we meet with our clients, we spend a great deal of time talking about their financial plan and investments, but we also spend time talking about their families, their future travel plans, and what they have going on in their lives.  Financial planning is more than just numbers, it's about taking a look at what matters most."

- Lisa Brandenburg



"By adding in our new Business Retirement Plan division, we are expanding the services we can provide to our clients.  We can now offer new 401k plans or help review existing plans to make sure they are compliant, cost efficient and the best option for you and your employees."

- Brett Kraimer


About Us

About Us

As an independent firm, we offer you a personalized financial strategy that is based on your unique situation:

  • Our planning is designed to account for changes, both in the financial markets and your personal life, so that we can work with you through every stage of your life.
  • Our approach to investing is straightforward.  As we work together, we will explain the investment strategies and recommendations, so that you are fully comfortable with every aspect of your portfolio.
  • Our team is here to help with more than just your money.  We aim to provide a greater level of service, without increasing the cost.
  • Our process is designed to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal service.
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