BWFA is committed to education in finance and supporting students as they explore career opportunities in our industry. We work hard to design a meaningful program for our interns to hone their skills, learn about various aspects of finance and investments, and set them up for future success. We are proud to introduce you to our […]
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BWFA VOLUNTEER DAY AT LITTLE PORTION FARM
BWFA is proud to support various organizations that are making a positive impact in our community. Recently, BWFA staff members had the opportunity to volunteer with The Little Portion Farm in Ellicott City, MD. We helped with a variety of tasks including weeding, harvesting, washing and packing food. BWFA had a great day serving our […]
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Client Services Update
New and Improved AdvisorClient.com The team at BWFA strives to provide an unparalleled level of service to all our clients. This includes addressing all client issues and concerns immediately and efficiently, providing important information to our clients that may help them better achieve their financial goals, and, at times, bringing our clients together for a little […]
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BWFA’s Rob Carpenter Featured in January 2018 Business Monthly
President and CEO Rob Carpenter gives an astute prediction of the market’s direction for the coming year in this month’s edition of The Business Monthly, the business newspaper of Howard and Anne Arundel Counties and the BWI Business Corridor. You can read his analysis and check out the rest of the paper here!
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Our Summer Interns
This summer BWFA was fortunate to have seven talented student interns work with our team. Each brought their individual skills to the table and, hopefully, each gained some meaningful exposure and experience from their time with us. The team of summer interns worked on a variety of projects for the firm. They helped BWFA plan […]
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BWFA Client Advisory Board
Today, the CAB consists of approximately 30 members, typically serving 2-4 year terms. The board meets twice a year, usually at a local restaurant, for luncheon presentation and follow up discussion. Among the current members are professionals, retirees, small business owners and people from many other walks of life. We have found that the volunteer […]