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Financial Planning for
Federal Employees

Federal employees have unique benefits and retirement options; navigating them can be complex. At BWFA, we integrate financial planning, investment management, and tax strategies to help federal workers maximize their hard-earned money. We ensure they keep more of their savings while optimizing their financial future.

At BWFA, we provide expert guidance to help federal employees make informed financial decisions that protect and grow their wealth. Our deep understanding of government benefits and retirement planning allows us to assist with optimizing Thrift Savings Plans (TSP), maximizing federal benefits, and avoiding costly mistakes—ensuring a secure and confident financial future.

Where Our Clients Work:

Located in Columbia, Maryland, BWFA is strategically positioned in the Washington, D.C., Maryland, and Virginia (DMV) region, making us easily accessible to federal employees throughout the area. Our proximity to key federal agencies allows us to provide personalized financial planning for those who serve our country.

Many of the federal employees we work with are employed at agencies such as:

  • U.S. Department of Defense (DoD)
  • U.S. Department of Homeland Security (DHS)
  • U.S. Department of State
  • U.S. Department of the Treasury
  • Federal Bureau of Investigation (FBI)
  • National Institutes of Health (NIH)
  • National Aeronautics and Space Administration (NASA)
  • U.S. Department of Veterans Affairs (VA)
  • Internal Revenue Service (IRS)
  • Social Security Administration (SSA)

Meet Our Experts:

BWFA is proud to have team members dedicated to helping federal employees navigate their unique financial landscape.


Thad Ismart, CFP®, ChFEBC℠, CEPS

As a Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠), Thad specializes in guiding federal employees through their benefits and retirement planning complexities. His expertise ensures clients make informed decisions about their Thrift Savings Plan (TSP), pensions, and overall financial strategy.

 

 


Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS, ChFEBC℠

Tyler Kluge is a Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) specializing in strategic financial planning for federal employees. He helps clients navigate TSP allocations, retirement planning, and tax strategies, ensuring they optimize their benefits while building a secure financial future tailored to their individual goals.


Townsend Hornor, Jr. (Sandy), CEPS

As Managing Director of Wealth Management, Townsend Hornor brings extensive expertise in comprehensive financial planning for federal employees. He works closely with clients to develop customized strategies aligning with their financial goals. With his guidance, clients can confidently navigate the complexities of retirement planning, TSP optimization, and federal benefits, ensuring a secure and prosperous financial future.

 

Ready to take control of your financial future? Contact us at 410-461-3900 or emailus@bwfa.com for more information.