Bwfa

A Comprehensive Wealth Management Approach Since 1986

Baltimore-Washington Financial Advisors (BWFA) is a nationally recognized wealth management firm offering objective and personalized financial guidance to individuals and families since 1986. We help clients navigate the complexities of wealth by seamlessly integrating investment management, retirement and estate planning, and tax services.

Our Commitment

At BWFA, we believe in an open and honest approach to wealth management. We operate in a Fee-Only environment, meaning we are compensated only by our clients and have no hidden fees or commissions. This allows us to prioritize your financial wellbeing and act with your best interests in mind.

Our Expertise

Our team of experienced financial professionals offers a wide range of services to cater to your unique financial needs.

Investment Management

• Customized portfolio construction and management
• ESG investing options
• Fee-Only approach to investing

Financial Planning

• Comprehensive financial plans tailored to your goals
• Retirement planning and analysis
• Estate planning and trust services
• Divorce mediation and financial planning
• Business succession planning

Tax Planning

• Comprehensive tax optimization strategies
• Filing assistance and representation
• Tax-efficient investment strategies

Additional Services

• Retirement services
• Charitable giving and philanthropy
• Family Wealth Office solutions
• Lifestyle planning and wealth preservation

Our Values

We are driven by core values that guide our interactions with clients and the community:

• Integrity: We adhere to the highest ethical standards and act with transparency.
• Professionalism: We maintain a commitment to excellence and deliver exceptional client service.
• Client Focus: We prioritize your needs and goals while building relationships based on trust and understanding.
• Innovation: We embrace advancements in technology and industry knowledge to provide you with the most effective solutions.

Experience Financial Success with BWFA

If you are seeking a trusted and experienced wealth management partner, look no further than Baltimore-Washington Financial Advisors. Contact us today to schedule a consultation and discuss how we can help you achieve your financial goals and plan for a secure future.