NetworkยทFamily Office

Baltimore-washington Financial Advisors

Unclaimed

๐Ÿ“ COLUMBIA, MD

Family Officefinancial services
www.bwfa.com โ†—

SEC CRD #801-76893

About

Financial Planning MD | CFA Financial Advisor Columbia MD You are using an outdated browser. Please upgrade your browser to improve your experience. BWFA will be closed on Monday, May 27, 2024 for Memorial Day Schedule a Consultation 410.461.3900 Investment Management Financial Planning Tax Services Meet The Team Webinars Better Solutions. Better Service. Better Results. 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. Testimonials are based on unique experiences from current clients. Testimonials are unsolicited, and no compensation is provided. Upcoming Webinars WEBINAR: Do I Need Long-Term Care Insurance? WEBINAR: What s Your Retirement Number? WEBINAR: Book Review: The Invisible Patient by Annalee Kruger WEBINAR: What s Your Retirement Number? With Anata Hajeebu and Sandy Horner --> June 30, 2026 11:45 am - 1:00 pm More Information and Registration WEBINAR: Book Review: The Invisible Patient by Annalee Kruger With Anata Hajeebu and Sandy Horner --> July 1, 2026 11:45 am - 1:00 pm More Information and Registration WEBINAR: Tax Planning: RMD s QCD s Alphabet Soup! With Anata Hajeebu and Sandy Horner --> July 7, 2026 11:45 am - 1:00 pm Mor

Key Contact

RG

ROBERT G. CARPENTER

PRESIDENT & CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (410) 461-3900

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Geographic Focus

mdunited stateswestsoutheast
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AUM

$3.0B

Location

COLUMBIA, MD

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