Getting To Know You

In one of our first discussions, Sax Birdsong mentioned to me that his success came from “listening to what the clients want and need, and then developing services that assist in that process.”

He made it clear that the client-first approach is in BWFA’s DNA. My role is to ensure that it stays that way.

That’s why, in the past two months, I have met and talked with more than 250 of our clients. Over and over in these meetings, I have received the warmest words of encouragement from all. Everyone has made it a point to tell me that I have joined a phenomenal organization.

I agree with their assessment. In the nearly 25 years I’ve been in the financial services industry, I’ve never seen a team of professionals that cares more about their clients. We approach every client as if he or she is our most important relationship. I feel honored to now lead this great organization.

BWFA’s services are built upon three foundational pillars: Financial Planning, Investment Management and Tax Planning. They form a comprehensive approach that makes it easier for clients to coordinate management of all their financial and estate needs.

We employ a team of professionals in multiple disciplines to ensure that all reasonable strategies are considered before making financial recommendations. Providing top-quality advice and conservative solutions has been our hallmark over the past 25 years, and it’s served our clients well, even through the toughest times.

I want you to know that I consider my leadership position at BWFA to be an opportunity of a lifetime, and I look forward to guiding the finest financial firm in the area into the future. BWFA will grow and will evolve, but it will always be committed to listening to the client, developing appropriate solutions, and delivering phenomenal customer service. We have both afiduciary duty to work on behalf our clients’ best interest and a personal commitment to see our clients succeed with all of their financial goals.

Our goal at BWFA is not to be the biggest financial firm, but to be the best wealth advisor in our area. Through in-depth discussions and planning, we strive to understand each of your goals and to build the best strategy for meeting your financial needs. In doing so, we customize a unique solution that is most beneficial for you.

As a result, our firm has grown almost exclusively through referrals of satisfied clients. Our clients tend to share their BWFA experience with family, friends, and co-workers so they, too, can receive sound financial guidance to help improve the quality of their lives.

I want to thank everyone for welcoming me to BWFA, and I look forward to serving you for a long time to come.

Robert Carpenter