About Peter Maller

Peter Maller has more than thirty-five years of experience in financial planning and wealth management. He started and ran Maller Wealth Advisors for 35 years, accumulating $2 billion in assets under management. Affiliated with Lincoln Financial Advisors, he was named the number one agent for 14 of his last 16 years and achieved Lincoln Financial Network Planner of the Year 14 times between 2007 and 2022. He employed 21 support team members and was the only business-producing team member. Maller is a qualified member of the Million Dollar Round Table and achieved Top of the Table status, ranking him in the top 1 percent of advisors in the industry. He specialized in working with successful business owners, professionals, and high-net-worth individuals throughout the United States.

Peter Maller grew up in South Africa and came to the United States on a tennis scholarship to Washington College in Chestertown, Maryland.

• Founder, Maller Wealth Advisors

  2014 · Hunt Valley, Maryland

• Managing Partner and Founding Member, Heritage Financial Consultants

  2014 · Maryland

• Men's Tennis Team Coach, Florida State University

  1990 — 1992 · Tallahassee, Florida

• Washington College

  BA, Business Management · 1990

• Florida State University

  MBA · 1992

• Lincoln Financial Network Planner of the Year 14 times (2007-2022)
• Million Dollar Round Table Top of the Table
• Washington College Distinguished Alumni Service Award
• Daily Record's 2016 Most Admired CEOs
• Washington College Business Management Award - Number 1 of All Business Majors
• Two-Time Tennis All-American
• Two-Time Academic All-American
• Washington College Athletic Hall of Fame Inductee (2007)

• Washington College Board of Trustees
• Garrison Forest School Board of Trustees
• Baltimore Estate Planning Council Board of Trustees
• Florida State University MBA Advisory Board
• Miami University Parents' Council
• Washington College Investment and Endowment Committee
• Washington College President's Leadership Council
• Washington College Planned Giving Council
• Baltimore Medical System Board

• Million Dollar Round Table

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• ACCREDITED ESTATE PLANNER® (AEP®)
• FINRA Series 6
• FINRA Series 7
• FINRA Series 63
• FINRA Series 65
• Life, Accident and Health Insurance Licensed

• Tennis
• Golf
• Running