BETTER SOLUTIONS. BETTER SERVICE. BETTER RESULTS.

Retirement & Estate Planning, Investment Management, and Tax Services.
BWFA staff group photo
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Thad Ismart, CFP® Financial Advisor read bio »
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Bailey Topper Marketing read bio »
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Susan Kelley Tax Executive Assistant read bio »
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Alece Drnec Tax Advisor read bio »
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Joseph Hill, Jr., MBA Tax Manager read bio »
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Brian MacMillan Business Service Manager read bio »
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Sharolyn Hockey Tax Manager read bio »
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Chris Kelly Financial Advisor & Portfolio Manager read bio »
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Bob Ray Financial Advisor & Portfolio Manager read bio »
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Robert Cassel Director of Tax Services read bio »
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Rob Carpenter President & CEO read bio »
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Robert Williams Chief Investment Officer and Sr. Portfolio Manger read bio »
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Philip Weiss Chief Investment Analyst read bio »
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Susan Bailey Project Leader read bio »
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Michael Mathews Chief Financial Officer and Director of Business Services read bio »
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Tanya Blakely Investment Operations Manager read bio »
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Saxon Birdsong BWFA Founder read bio »
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Meghan Manas Sales and Marketing Associate read bio »
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Mark Stinson Director of Planning read bio »
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Jacob Birdsong Project Leader read bio »
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Michael K. LaViña Portfolio Manager & Director of Trading read bio »
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Meghan Cover Administrative Assistant read bio »
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Joseph Caputo Sr. Chief Information Officer / Associate Portfolio Manager read bio »
BWFA staff group photo

BETTER SOLUTIONS. BETTER SERVICE. BETTER RESULTS.

Retirement & Estate Planning, Investment Management, and Tax Services.
BWFA staff group photo

BETTER SOLUTIONS. BETTER SERVICE. BETTER RESULTS.

Retirement & Estate Planning, Investment Management, and Tax Services.

BWFA is a nationally recognized wealth management firm providing objective advice since 1986. BWFA integrates investments, retirement and estate planning with tax strategies so you can rest easy and enjoy your money. We work with families and individuals in a comfortable Fee-Only setting free of commissions and undisclosed conflicts of interest.


Call today for an Initial Consultation 410-461-3900