Better Solutions and Better Service.
BWFA is an independent nationally-recognized financial advisory firm. With a dozen professionals on your team, we are large enough to provide comprehensive service, yet small enough that you are important to us. We're known for straightforward, complete,
unbiased, and friendly advice from seasoned advisors.
- We're an independent fee-only firm and we accept compensation from no one except our clients. You always know we're working for you.
- We have served the Baltimore-Washington area since 1986. This is a firm with history, experience, and staying power.
- Our principal advisors have prior corporate experience: banking, trust, finance, and institutional money management. You get access to top quality talent, not sales brokers.
- We are a true wealth management firm. You will find investment management, high level planning, and tax expertise all at one firm.
- We always work from a plan. Whether you need a monthly "retirement paycheck" from your nest egg, a risk-managed investment strategy, a custom estate plan, or thoughtful tax analysis, BWFA will create a detailed plan to achieve your goals.
