Baltimore-Washington Financial Advisors,
Inc. is the largest Fee-Only® financial
advisory firm in the Baltimore-Washington Corridor. The firm has offices
in Howard County and clients in many states.* BWFA clients receive
comprehensive, coordinated financial advice which may include tax,
investment management, and all facets of financial planning.
Through a close personal relationship with an experienced counselor**
we can help you:
- plan for a predictable and secure retirement
- plan for a smooth transfer of your estate with minimum tax consequences
- manage your investments to provide the growth and/or income
your family requires
- avoid unexpected taxes
Let us help you bring order to your affairs, achieve all your
goals and relax in retirement. We offer investment management clients
the opportunity to:
- avoid costly investment pitfalls
- evaluate alternative approaches to lowering investment risk
and improving return
- reduce excessive fees
- reduce taxes and other costs of excessive trading.
Fees for our services are the
fairest in the industry. At the end of our initial meeting we will
present you with options on how we can assist you and what it will
cost. You may choose from hourly, flat and percentage rates or a
mixture depending on the engagement. We do not charge for initial
consultations.
At BWFA, you work with one experienced Advisor who is supported
by a cadre of experienced older professionals. We take time to become
comfortable with each other, carefully analyzing the intricate financial
affairs unique to your family. You get solid, no-nonsense counsel
from experienced people you will come to know well.
* As Fee-Only® advisors, the
only relationship which compensates us is that with our clients.
We sell nothing but advice and service. Conflicts of interest are
avoided. Back to article.
** All counselors are CERTIFIED FINANCIAL PLANNER™
professionals or are in the process of obtaining the CFP™
certification. As such they have been uniformly and comprehensively
educated and tested. CFP™ practitioners must
meet strict continuing education requirements each year to keep
their certification. In addition, each is subjected to an enforced
Code of Ethics. BWFA advisors also hold supplemental advanced training,
degrees or certifications which relate directly to tax, investment
and personal finance.
CFP™, CERTIFIED FINANCIAL PLANNER™,
and 
are marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded
to individuals who successfully complete the CFP Board's initial
and ongoing certification requirements.
