Rob Carpenter, President & CEO

Location(s)
5950 Symphony Woods Rd, Suite 600
Columbia, MD 21044

Contact This Financial Adviser

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.

Services:

At Baltimore-Washington Financial Advisors we offer a wide range of financial services including: Retirement & Estate Planning, Investment Management, Tax Planning & Preparation, & 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.

To learn more about BWFA, visit.

Spotify: Healthy, Wealthy, & Wise Podcast –