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 regions nationwide.
At Baltimore-Washington Financial Advisors we offer a wide range of financial services including: Retirement & Estate Planning, Investment Management, Charitable Giving, Trust & Estate Planning, Family Wealth Office, ESG Investing, Tax Services and Business Services
Affiliations and Awards:
BWFA is recognized as a top firm in the industry, with appearances in Worth, Forbes, and Fortune magazine, among others. BWFA professionals are quoted in the Wall Street Journal, Business Week, Washington Post, Baltimore Sun, and Investment News in addition to others. BWFA is honored to have earned numerous accolades over the years; among them, the Financial Times FT 300 Award for seven years in a row, Howard Magazine’s “Best of Howard” Award for seven years in a row, the Forbes Leading Financial Advisor in the Mid-Atlantic, and listed as one of the “Best Financial Advisor Firms in Maryland 2021” by investor.com.
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