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Joseph Thomas Depatie

Baltimore-Washington Financial Advisors

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About Joseph Thomas Depatie

Joseph Depatie is a Certified Financial Planner® professional. Joseph is registered to provide investment advice in Maryland. Joseph has been in the industry since June 2014. Joseph has provided investment advice services at Diastole Wealth Management and Baltimore-Washington Financial Advisors. Joseph currently works at Baltimore-Washington Financial Advisors, located in Columbia, MD. The firm provides financial planning services to individuals, high-net-worth individuals, businesses, corporations and charitable organizations. Baltimore-Washington Financial Advisors provides a variety of services including: financial planning, portfolio management, tax preparation and tax planning, business succession planning, and employer-sponsored retirement plan services.

Firm Information

Joseph Depatie is currently registered with Baltimore-Washington Financial Advisors. 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

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Joseph Depatie’s Registration & Firm History

MD

08/19/2016 - Present

Baltimore-Washington Financial Advisors (COLUMBIA MD)

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Licenses & Designations

IA

Issued 04/03/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Thomas Depatie.
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