We are strictly Fee-Only™, meaning you pay no commissions, trailers, or hidden fees to us. Our clients come first always, and we are free from the conflicts of interest that are common among other firms.
Advice leads the way.
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
Relax, we're on the job.
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.
Honest fees for honest work.
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 be offered hourly, flat and percentage rates or a mixture depending on the engagement. We do not charge for initial consultations. Planning fees generally work out to around $200/hour or $2000-$4500 for a comprehensive pre-retirement, retirement, or estate plan. Investment management fees average 1% for our clients annually depending on the size of their accounts. We quote fees up front so there are no surprises.
A team of specialists led by your advisor.
At BWFA, you work with a dedicated Advisor who is supported by a cadre of experienced 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. We have dedicated investment management, planning, and tax resources in-house and will bring in legal, accounting, and other experts as necessary
