The firm grew slowly in the early years until 1996 when the initial partnership was formed. Joining BWFA were three small business owners each with a specific background in financial advice. Saxon Birdsong in investment management, coupled with Bob Cassel a tax expert, and Kevin Condon focused on financial planning and marketing to round out the team. BWFA's motto became "putting the pieces together" for clients—highlighting the unique partnership among three experts.
In the same year, BWFA also opened its first business office on Main Street in Ellicott City, Maryland and started building a reputation for providing objective and complete financial advice in the Baltimore-Washington Corridor.
As the firm added clients and assets, Rob Williams became a partner of BWFA and Kevin Condon left for new pursuits. Over time the office space in Ellicott City became too small for the growing company and BWFA moved to its current offices in Symphony Woods Road in Columbia, Maryland in 2004.
At present BWFA has grown to nearly a dozen professionals with backgrounds in financial planning, investment management, taxes, accounting, trusts, operations, and banking holding numerous advanced degrees and certifications. We have over 300 investment management clients and assets of $200 million under management.
Our firm is now recognized as among the top firms in the industry with recent honors and appearances in Worth, Forbes, and Fortune magazines. BWFA experts are quoted often in the Wall Street Journal, New York Times, BusinessWeek, Washington Post, Baltimore Sun, Investment News, and many other local, regional, and national publications.
