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.
The Russell 2000 and the Dow dropped the furthest, declining 2.8% and 2.2%, respectively. Investors contended with.
The Russell 2000 and the Dow dropped the furthest, declining 2.8% and 2.2%, respectively. Investors contended with.
Services
Baltimore-Washington Financial Advisors, Inc. was founded in 1986. It is among the largest and oldest independent, Fee-Only investment planning firms and financial advisories in the Baltimore-Washington metropolitan area serving Howard County, Anne Arundel County, Baltimore County and areas nationwide.
Our clients are individuals who want exceptional financial planning services and investment management in the Annapolis, Baltimore, Washington, D.C. Metropolitan areas and across the country. They are well-educated and accomplished in their fields. Each of our clients are able to sleep soundly, with peace of mind, knowing that they are making the most out of their wealth.
Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all areas of the firm, Investment Management, Financial Planning, Tax Advisory Services and.
Joseph Manfredi is Chief Operating Officer of Baltimore-Washington Financial Advisors, Inc. Joe is privileged to work with the firm's clients as a lead advisor to coordinate all BWFA capabilities when helping clients with financial planning, investment and tax advisory services.Sandy Hornor is an experienced financial professional with over 30 years in the industry.
Joseph Manfredi is Chief Operating Officer of Baltimore-Washington Financial Advisors, Inc. Joe is privileged to work with the firm's clients as a lead advisor to coordinate all BWFA capabilities when helping clients with financial planning, investment and tax advisory services.Sandy Hornor is an experienced financial professional with over 30 years in the industry.
As one of the leading fiduciary advisors in the Baltimore Washington Metropolitan area and nationwide, BWFA is proud to support and partner with organizations that are helping to build a thriving community and region. We believe in working with these groups to improve the community and give help to those who need it most.
Recognized as one of the Financial Times Top 300 Financial Advisers 7 YEARS IN A ROW. Honored by Howard Magazine's Readers' Choice Awards "Best of Howard County" 6 YEARS IN A ROW! Among the list of "Best Financial Advisor Firms in Maryland 2021" by investor.com. Today's investment landscape in the greater Baltimore, Annapolis, and Washington, D.C. area and even nationwide is more complex than it has ever been.
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