Baltimore-Washington Financial Advisors

Name: Baltimore-Washington Financial Advisors
Telephone: +14104613900
Rating: 4.70

Investment service 4.70 5950 Symphony Woods Rd # 600, Columbia, MD 21044, United States

Baltimore-Washington Financial Advisors offers premier investment management, financial planning, and tax services. Established in 1986, we are dedicated to providing fee-only, conflict-free advice. Our team assists families and individuals in achieving their financial goals.

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Services Baltimore-Washington Financial Advisors offers

Baltimore-Washington Financial Advisors offers a comprehensive range of financial services, including:

Investment Management
Financial Planning
Tax Planning
Mergers and Acquisitions
Retirement Services
Charitable Giving
Trust and Estate Services
Divorce Mediation & Financial Planning

Baltimore-Washington Financial Advisors business numbers & email addresses

Email addresses

Not available.

Phone number

+14104613900

Location & directions

Find us in Columbia, MD, conveniently located to serve clients from the Baltimore and Washington areas. Visit our offices and meet our financial advisors.

5950 Symphony Woods Rd # 600, Columbia, MD 21044, United States

Service hours

Thursday	8 AM–5 PM
Friday	8 AM–5 PM
Saturday	Closed
Sunday	Closed
Monday	8 AM–5 PM
Tuesday	8 AM–5 PM
Wednesday	8 AM–5 PM

Baltimore-Washington Financial Advisors overview

Baltimore-Washington Financial Advisors has been a trusted name in wealth management since 1986. We provide fee-only advice, integrating investment management, retirement planning, and tax services. Our dedicated team is committed to helping families and individuals achieve financial success. Our comprehensive services ensure a conflict-free environment, allowing clients to enjoy peace of mind while managing their wealth. We cater to diverse clientele, including business owners and executives, offering personalized solutions to meet their unique financial needs.

Send letters & parcels

To send letters or parcels to Baltimore-Washington Financial Advisors, address them to our office location at 5950 Symphony Woods Rd #600, Columbia, MD 21044, United States. Ensure the correct suite number is included for prompt handling. Our team is ready to assist with any documents you may need to send.

Send a resume or CV

If you wish to apply for a career at Baltimore-Washington Financial Advisors, you may send your resume or CV to our office address. Clearly mark your application 'Attention: Careers' to reach our HR team efficiently. We welcome qualified individuals to join our esteemed team.

Business highlights

Nationally recognized wealth management firm
Fee-only, client-focused services
Established since 1986

Accepted payment methods

BWFA Payment Portal

Customer experiences

Clients appreciate our commitment to providing objective, fee-only advice with no hidden conflicts of interest. The testimonials shared reflect genuine client experiences, highlighting the satisfaction and trust gained through our professional guidance. We invite you to share your experience with us and help others find a reliable financial partner in achieving their goals.

stephanie rodgers

Johnny Brown with Brown capital management is a wealth of knowledge and resource. When I have someone needing a financial planner I often refer to him because I know his hands on personality and his superior knowledge is the best. Stephanie Rodgers - Business banking relationship manager