Our team of approximately a dozen professionals includes dedicated investment management; financial, retirement, & estate planning; and tax services experts. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients.
We are committed to unbiased, professional service, and uncommon results. As a member of NAPFA, the National Association of Personal Financial Advisors, we have been dedicated to Fee-Only financial planning for nearly two decades. Relax in the knowledge that we are paid only by you, our clients, and not by insurance, mutual fund, or brokerage companies who may not always have your best interests in mind. We are fiduciaries for our clients' best interests.
Please look around this site to learn more about BWFA and how we can help make your life better. Spend a few minutes with our newsletter and get our perspective on pressing financial issues of the day. Call or to arrange a free initial consultation and learn more about how we can help you.
