410.461.3900
Baltimore-Washington Financial Advisors
  • Client Access
    • BWFA Client Investment Accounts
    • BWFA Client Documents
    • Client Secure Encrypted Email Access
  • About Us
    • Who We Serve
    • History
    • Staff
    • BWFA Executive Management Team
    • Client Advisory Board (Cab)
    • In The Community
    • Awards And Honors
    • Careers
    • Capabilities
    • Fee Only Financial Planning
    • Adv Brochure
  • Services
    • Investment Management
    • Financial Planning Services
    • Financial Planning for Business Owners
    • Tax Planning
    • Mergers and Acquisitions
    • Trust and Estate Services
    • Charitable Giving
  • News
    • Weekly Economic Updates
    • News and Blog
    • The Advisor Magazine
  • Seminars & Events
    • Seminar and Event Schedule
  • Contact Us
  • Chief Investment Officer published in The Business Monthly!

    • June 10th, 2015
    • Posted in
    • Tags:

    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… Read More

  • New Financial Planning Service for Divorcing Couples

    • September 11th, 2014
    • Posted in
    • Tags:

    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. … Read More

  • Press Release: Financial Planning for Business Owners

    • September 11th, 2014
    • Posted in
    • Tags:

    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… Read More

  • BWFA Hires New Chief Investment Analyst

    • April 9th, 2014
    • Posted in
    • Tags:

    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… Read More

  • BWFA’s Chief Investment Analyst Quoted in Reuters Article

    • March 6th, 2014
    • Posted in
    • Tags:

    “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… Read More

Our Services

  • Investment
    Management
  • Financial
    Planning
  • Financial Planning
    For Businesses
  • Tax
    Services
  • Mergers &
    Acquisitions
  • Charitable Giving

  • Workshops & Seminars

  • Contact Us
NAPFA

Newsletter Sign Up

Fee Only
  • About
  • History
  • Staff
  • Client Advisory Board (Cab)
  • In The Community
  • Awards And Honors
  • Careers
  • Who We Serve
  • Services
  • Investment Management
  • Financial Planning
  • Tax Planning
  • Mergers and Acquisitions
  • Retirement Services
  • Charitable Giving
  • Capabilities
  • Fee Only Financial Planning
  • Adv Brochure
  • News
  • Weekly Economic Updates
  • The Advisor Magazine
  • Workshops & Seminars
  • Workshops & Seminars
  • Seminar Schedule
  • Employee Portal
  • © 2018 Baltimore-Washington Financial Advisors
  • All Rights Reserved
  • Login
  • Website Design & Marketing provided by Adventure Web Interactive