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Baltimore-Washington Financial Advisors

Headquartered in COLUMBIA, MD

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Firm Information

Baltimore-Washington Financial Advisors is an investment advisor based in Columbia, MD, with over $1.9 billion in assets under management. The firm provides financial planning, portfolio management for individuals, and other services, including tax preparation and planning, business succession planning, and employer-sponsored retirement plan services. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.

Baltimore-Washington Financial Advisors

5950 SYMPHONY WOODS RD.

COLUMBIA, MD 21044

$1.94B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat project fees for retirement & estate planning

Branch Locations (1)

BALTIMORE-WASHINGTON FINANCIAL ADVISORS has a total of 1 branch locations across the country.
location

COLUMBIA, MD

Advisors at Baltimore-Washington Financial Advisors

View All 13 Advisors
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Robert G Carpenter

RA

COLUMBIA, MD

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John Christopher Kelly

CFP®, RA

COLUMBIA, MD

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Joseph Thomas Depatie

CFP®, RA

COLUMBIA, MD

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Tyler Kluge

CFP®, RA

COLUMBIA, MD

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Joseph U Manfredi

RA

COLUMBIA, MD

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Terrence Jerrel Jones

RA

COLUMBIA, MD

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Lawrence M. Post

CFP®, RA

COLUMBIA, MD

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Max Pflugrad

RA

COLUMBIA, MD

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Disclosures

There are no public disclosures for Baltimore-Washington Financial Advisors.

Frequently Asked Questions (9)

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