BWFA welcomed more than 400 clients, colleagues, and community partners to celebrate the grand opening of its new, state-of-the-art office. Guests explored the modern, collaborative space while enjoying an afternoon of conversation and connection. Attendees savored delicious bites from Cured,… Read More
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Baltimore-Washington Financial Advisors Named One of America’s Top RIAs 2023 by Forbes
On October 10, 2023, Baltimore-Washington Financial Advisors was ranked 41 on the Forbes list of America’s Top 250 RIA Firms. In their ranking announcement, Forbes noted that they have compiled a list of RIAs with “strong pedigrees when it comes… Read More
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Rob Carpenter is Baltimore magazine’s Thought Leader of the Month
Baltimore-Washington Financial Advisors, Inc. (BWFA), was founded in 1986 and is headquartered in Columbia, Maryland. BWFA is among the largest and oldest independent, fee-only financial advisory firms in the Baltimore/Washington metropolitan area. BWFA acts as a fiduciary and serves clients… Read More
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Baltimore-Washington Financial Advisors Named BEST FINANCIAL ADVISOR by Howard Magazine 7 Years in a Row
October 28, 2021, Baltimore-Washington Financial Advisors is pleased to announce it has once again been named ‘Best Financial Advisor’ by Howard Magazine’s Best of Howard Readers’ Choice Poll. “We are honored to be among Howard County’s Best,” said Rob Carpenter,… Read More
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Internships at Baltimore-Washington Financial Advisors offers training in financial services
Baltimore-Washington Financial Advisors welcomed 9 summer interns who worked on a variety of different projects supporting the financial planning, investment management, and tax teams. “The goal of our summer internship program is to provide the students with mentorship and guidance… Read More
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Baltimore-Washington Financial Advisors Featured as Leaders of Finance in Baltimore Magazine
Each year, Baltimore Magazine publishes its list of financial leaders, some of the best-known names in the industry, right in your backyard. BWFA is among those that earned this prestigious position. Founded in 1986, Baltimore-Washington Financial Advisors is among the… Read More