At BWFA, we believe that true wealth is more than just financial—it’s about time, health, relationships, and peace of mind.
From the moment you walk through our doors, you’ll notice that something is different here. It’s intentional. It’s personal. And it’s designed to serve your life—not just your portfolio.
Our experience is built around a singular goal: to treat every client like family. That means taking the time to listen, understand, and create a plan that goes far beyond spreadsheets and performance reports. We want to know where you want to live, how you want to spend your time, who you care for, and what keeps you up at night. We’re not in the business of pushing products—we’re in the business of building futures.
A TEAM BUILT AROUND YOU
One of the most defining aspects of the BWFA experience is our team-based approach. When you become a client, you’re not just paired with a single advisor. Instead, you’re supported by a coordinated group of professionals: financial planners, tax advisors, estate planning partners, investment analysts, client service associates, and lifestyle professionals—each working in harmony to serve you and your family.
This structure creates continuity, checks and balances, and long-term security. Your plan doesn’t live in one person’s head—it’s built into a system of collaboration, accountability, and shared expertise. It also means that your needs—whether related to retirement, taxes, aging parents, or adult children—are addressed from multiple angles at once.
A HOME BUILT FOR YOU
We designed our new headquarters at 2 Merriweather in Columbia, Maryland with one purpose in mind: to create a space that reflects the care and excellence we deliver every day. From the moment you arrive, you’ll notice thoughtful details that prioritize your comfort and connection—natural light, modern finishes, private meeting spaces, and warm hospitality.
This isn’t just an office—it’s an extension of the BWFA experience. It’s where family summits happen around real tables, not virtual windows. Where long-term plans are discussed in an environment designed to inspire confidence, clarity, and calm. We’ve created a home that feels both elevated and welcoming—because that’s what our clients deserve.
FIDUCIARY, ALWAYS
As a fiduciary firm, we are legally and ethically bound to act in your best interest—at all times. That’s a line we never cross. We don’t receive commissions, we don’t push proprietary products, and we don’t accept incentives from third parties. Every recommendation we make is rooted in what’s best for you, your goals, and your family legacy.
In an industry where sales-driven advice is still far too common, we stand apart. And our clients feel the difference.
PLANNING THAT HONORS YOUR LIFE
Many of our clients come to us during a major life transition: retirement, the sale of a business, the loss of a spouse, or the inheritance of family wealth. These are not just financial events—they are deeply personal milestones. We recognize that.
That’s why we’ve built our planning process to address life, not just numbers. We incorporate wellness, travel, longevity, housing, health care, charitable giving, and family dynamics into our work. We host educational webinars, client events, and even lifestyle programming—because we believe financial planning should help you live better, longer, and with greater purpose.
GENERATIONAL STEWARDSHIP
At BWFA, we’ve been honored to serve multiple generations of families. It’s not uncommon for us to meet with grandparents, parents, and adult children in the same room. We help families talk about difficult topics—legacy, aging, inheritance—so that wealth becomes a force for good, not confusion or conflict.
We host Family Summits, create education plans for adult children, and ensure surviving spouses have the guidance and protection they need. Our mission is to simplify the complex, prepare the next generation, and preserve what matters most—across decades.
IN CLOSING
Being CEO of BWFA is more than a role—it’s a responsibility. I’m proud of the trust our clients place in us and even prouder of the experience we’ve created in return.
Our promise is simple: to be the partner you can count on, the team that always has your back, and the firm that treats your family like our own.
We welcome you to the BWFA experience.
