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Do you really need a financial advisor?
If you are considering the uncertainties of retirement, going through a
difficult financial transition, uncertain about the practicality of your
life plans, or in need of experienced counsel, you should consider a
comprehensive financial advisor. Professional advisors can offer a wealth
of experience, contribute significant technical knowledge, and add
significant value.
Where do you begin?
Call and discuss the concerns that have brought you thus far. One of our
advisors will make an appointment for you to come to our office. Our
initial consultation session is free. This friendly exchange of
information and ideas will help you get to know us. Together we will
discuss your concerns and questions, review the areas in which we can
advise you, show you examples of our work, and discuss fees.
What are BWFA fees?
As fee-only financial advisors, we charge fees in several ways, depending
on what you wish us to do. We may charge a flat fee for planning, a per
schedule fee for tax preparation, a percentage fee for investment
management, or occasionally even an hourly fee. We suggest you come to
your first session prepared to discuss what you may need us to help you
with. Together we will then scope the proposed engagement, show you
examples of the work we might do, and negotiate a fee arrangement that
meets your need. more on our fees
Why should you choose a fee-only advisor?
Choosing an advisor is a very personal decision that may come with some
uncertainty. What we offer is financial advice about how to solve life
issues, but what our clients get is peace of mind that comes from working
with advisors that they trust will put their needs first. As fee-only
advisors, we do not sell or receive compensation from recommending specific
investments or insurance. Our success depends on the quality of our advice
and the satisfaction of our clients. more on Fee-Only
Where is BWFA's office?
We are near the Mall in Columbia. Call or email and see our directions page.
How much time should you allow for your first meeting?
About an hour is sufficient for most people.
What is the advantage of working with a boutique firm like BWFA?
We use a team approach at BWFA. Your primary advisor will coordinate and
monitor the services we provide you. But, you will not need to depend on
the efforts and ongoing health of one person. He or she will head a
service team which will include tax, investment and financial planning
personnel as needed.
Read about our advisors >>>
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