Our Mission

At BWFA Our Mission Is To Provide Superior Financial Advice, 

And Deliver A High-Quality Client Experience.

Understanding our clients’ needs and goals is a top priority at BWFA.
We achieve this through consistent, two-way communication with every client.
We don’t believe in a one-size-fits-all approach; every client is unique, and we are prepared to adjust our strategies when new situations arise in our clients’ lives.

As an independent advisory firm, we put our allegiance to our clients first.
We have no commitments to investment companies, insurance companies, or management firms that encroach on our fiduciary responsibility to our clients. Without hidden incentives or financial ties, our expert staff members are free to singularly focus on what we do best: personally deliver objective financial advice to individuals, families, and organizations.

At every level, BWFA’s service meets the highest standard for honesty, confidentiality, and integrity.
These principles have motivated us since the company’s inception more than 25 years ago, and they continue to provide the foundation for all that we do today.
Our commitment to our clients is paramount.

I would personally like to thank you for taking a closer look at our firm
and would love the opportunity to work for you.

Rob Carpenter

ROBERT CARPENTER
President & CEO