Press Release


Chief Investment Officer published in The Business Monthly!

BWFA’s Chief Investment Officer Rob Williams was recently published in The Business Monthly! Williams explains why Americans holding high cash balances feel left behind by strides in the stock market, and can sometimes miss out on enhancing retirement savings. You can check out his article by clicking here.

New Financial Planning Service for Divorcing Couples

BWFA  recently added a new financial planning service for divorcing couples to help them through this tough time. Director of Tax Services Ben Dorsey recently completed the Certified Divorce Financial Analyst (CDFA™) program, a specialized education program for professional divorce analysis.  What is a Certified Divorce Financial Analyst? A CDFA is trained to provide financial information and assistance to people going through a divorce.  He/she evaluates … Continue reading

Press Release: Financial Planning for Business Owners

Financial Planning for Business Owners BWFA Financial Planner Thad Ismart, CFP®, was featured in The Business Monthly‘s September issue. For many business owners, their personal and business lives are practically inseparable. That’s why it’s important to integrate all the aspects of owning a business in developing a personal financial plan. Thad explains the importance of the following subjects: Business Structure Insurance Planning Retirement Planning  

BWFA Hires New Chief Investment Analyst

BWFA recently announced that Philip Weiss, CFA, CPA has joined the firm as chief investment analyst. This announcement has been featured on several media sites.  Click here to see full article on Baltimore City Biz List Click here to see the article on Baltimore Business Journal & Washington Business Journal  

BWFA’s Chief Investment Analyst Quoted in Reuters Article

“Production has been down for a few years. It explains why this stock is a weak performer. They are spending a lot of money, but they are spending to tread water,” said Phil Weiss, chief investment analyst at Baltimore-Washington Financial Advisors. Click Here to read the full article

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