Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm providing objective advice since 1986.

BWFA integrates investment management, retirement and estate planning, and tax services so you can rest easy and enjoy your money.

We work with families and individuals in a comfortable Fee-Only setting free of commissions and undisclosed conflicts of interest.

Wealth Management Advice From An Award-Winning Firm

Better Solutions. Better Service. Better Results

  1. Financial Planning

    Our specialized review process gives you peace of mind, knowing you have the financial security you deserve.

  2. Retirement Planning

    We use the latest and most sophisticated forecasting techniques available and provide year by year financial benchmarks to measure and evaluate your progress.

  3. Investment Management

    We work to achieve strong performance over multiple market cycles, relying on the application of a proven investment process that is consistently applied.

  4. Trust & Estate Services

    Preserve wealth and secure the future for your beneficiaries.

Who We Serve

  • Individuals & Families

  • Corporate Executives

  • Small & Medium Size Business Owners

  • Non-Profits

BWFA awards