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HWA Financial Group

Headquartered in ELLICOTT CITY, MD

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Firm Information

HWA Financial Group is an investment advisor registered with the SEC. They provide financial planning, portfolio management, and consulting services. The firm manages approximately $218,673,282 in assets for 492 clients, primarily individuals, corporations, and charitable organizations. Their main office is located in Ellicott City, MD.

HWA Financial Group

3448 ELLICOTT CENTER DRIVE, SUITE 101

ELLICOTT CITY, MD 21043

$218.67M

Assets Under Management

7

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

HWA FINANCIAL GROUP has a total of 1 branch locations across the country.
location

ELLICOTT CITY, MD

Advisors at HWA Financial Group

View All 3 Advisors
Unclaimed
Joseph R Geld

CFP®, CFA®, RA

ELLICOTT CITY, MD

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Unclaimed
Daniel Spencer Pereira

CFP®, RA

ELLICOTT CITY, MD

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Unclaimed
Philip E Huber

CFP®, RA

ELLICOTT CITY, MD

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Disclosures

There are no public disclosures for HWA Financial Group.

Frequently Asked Questions (8)

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