Baltimore-Washington Financial Advisors, Inc. was founded in 1986 and is headquartered in Columbia, Maryland. It is among the largest and oldest independent, Fee-Only financial advisory firms in the Baltimore-Washington metropolitan area.
BWFA has been recognized as a top firm in the industry, with honors and appearances in Worth, Forbes, and Fortune magazines. BWFA experts have been quoted in the Wall Street Journal, Business Week, Washington Post, Baltimore Sun, and InvestmentNews.
In the early years, Saxon Birdsong led a team of investment, planning and tax experts at BWFA. Our motto became “putting the pieces together” for clients, highlighting the firm’s expert offerings of these three key financial services to its clients. From the very beginning, BWFA was committed to meeting the need for coordinated, integrated financial services. Clients were drawn to this convenient business model that addressed key aspects of their finances and provided exceptional service all under one roof.
Today, Rob Carpenter is President and CEO of BWFA. Rob has continued to make the firm’s primary focus that of providing its clients with top-quality service. This commitment to excellence has led to a growing client base.
In order to continue providing the same level of exceptional service to its growing client family, BWFA has added new financial experts. Our dynamic team includes CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants, Master of Business Administration professionals, a Master of Science in Taxation professional, a Master of Science in Finance professional, and a Chartered Financial Analyst.
In addition to its core services of retirement and estate planning, investment management, and tax services, BWFA has recently added a Business Services division. This division is designed to help meet the needs of existing and potential business owners in the community. The BWFA team has grown to approximately 20 professionals who service clients throughout the country. BWFA continues to help its growing client family “put the pieces together.” We look forward to using our expertise to serve you and meet your financial needs.