At BWFA, we believe that smart decisions today build stronger communities and brighter futures for tomorrow.
As we look to history for examples of this philosophy in action, few figures embody this more vividly than Marjorie Merriweather Post. Born in 1887, Marjorie Merriweather Post inherited the Postum Cereal Company at the age of just 27, after the passing of her father, C.W. Post.
Where others might have hesitated, she made bold, strategic decisions that transformed a modest cereal company into General Foods Corporation, one of the largest and most successful food companies in American history.
Post understood the importance of strategic growth, innovation, and stewardship. She diversified the company’s oerings, acquired new brands like Birdseye frozen foods, and positioned General Foods at the forefront of a rapidly modernizing consumer landscape. Every move she made was guided not only by the opportunity for financial success, but by a desire to meet the evolving needs of American families.
Her business acumen was matched only by her sense of responsibility. As her wealth grew, so did her commitment to giving back. Post used her resources to support education, healthcare, the arts, and public service, leaving a legacy that extended far beyond balance sheets. Her donations funded hospitals, supported wartime eorts, and helped preserve national treasures such as Hillwood Estate, now a public museum in Washington, D.C. She recognized that true success isn’t measured simply in personal achievements but in how much one contributes to the broader community.
HOW BWFA EMBODIES THESE PRINCIPLES TODAY
At BWFA, we find deep inspiration in Post’s legacy. Our firm was founded on a simple but powerful belief: Financial success is most meaningful when it is used to build a better life—for individuals, families, and communities.
Just as Marjorie Merriweather Post made education and public service cornerstones of her mission, we have made client education, financial empowerment, and community building central to ours.
Through our financial planning seminars, longevity workshops, wellness webinars, and intergenerational wealth programs, we educate individuals and families to make informed, smart life decisions—decisions that can withstand changing times and pass strength onto the next generation.
Through our client events, charitable initiatives, and community partnerships, we reinforce the value of being connected—to each other, to a shared purpose, and to the larger community in which we live and work. At BWFA, financial management isn’t simply about achieving a number; it’s about using your financial foundation as a platform to live fully, to contribute meaningfully, and to leave the world better than you found it.
LOOKING AHEAD
As we move into the second half of 2025 and beyond, we continue to challenge ourselves to think as Marjorie Merriweather Post did: with a strategic mind, a generous spirit, and an unwavering commitment to innovation and community.
Every financial plan we design, every investment strategy we build, and every conversation we have with our clients is anchored in this shared mission.
We are proud to stand beside you—not just as financial advisors—but as partners in building a legacy of smart decisions, community engagement, and lasting impact.
Thank you for being part of the BWFA family.
