Find financial advisors in Cockeysville

The financial planning process is built around goal setting. BFA will assist in helping formulate and quantify a client's desired goals. We will co-create a "how to" plan for meeting stated goals. At least annually, we review your goals with you, measure your progress and suggest action steps to realizing desired outcomes. Managing your assets prudently

As investment consultants, the primary thrust of the practice is dealing with high net-worth individuals by helping those individuals manage assets. Some of our clients require management of their personal assets, while others have become clients as a result of receiving lump-sum distributions from qualified pension plans. Since tax laws governing