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Baltimore-Washington Financial Advisors

4.9
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About this business

About Us Baltimore-Washington Financial Advisors is a nationally recognized wealth management firm providing objective advice since 1986. BWFA integrates investment management, retirement and estate planning, and tax services so you can rest easy and enjoy your money. We work with families and individuals in a comfortable Fee-Only setting free of commissions and undisclosed conflicts of interest. 

Location details

5950 Symphony Woods Rd, #600, Columbia, MD, 21044, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.913 reviews
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Fred Delventhal's profile image
Fred Delventhal 
10 months ago

**We are impressed with BWFA.** After reading Consumer's Checkbook, we interviewed six highly rated financial firms. BWFA was the only one that made us feel like we belonged and that they would work with us to meet our individual needs. We started by working with BWFA to create a financial plan. We were then very pleased with their guidance through the current state of the markets. In addition to their expert financial management, the staff are always pleasant and eager to answer our questions. BWFA also offers a variety ... read more

Mark Doore's profile image
Mark Doore 
6 months ago

I am deeply saddened to have to write this review. During the past 2+ years as customer/client I have gone from being disappointed, to baffled, to angry. In my experience, their sales and marketing side of the company runs like a well-oiled machine while the post-sales operational side of their business is completely dysfunctional. They market themselves as a one stop shop firm that is able integrate financial management with tax planning and estate planning and so forth. We came to them for financial management assistance b... read more

Amanda Kennedy's profile image
Amanda Kennedy 
10 months ago

We did our taxes with BWFA for multiple years. Recently, they announced they are only doing taxes for customers enrolled in their financial planning services. I have had multiple condescending interactions with at least two BWFA staff as a result. We have decided to receive tax services and financial advice elsewhere. 

Jeff Callaway's profile image
Jeff Callaway 
2 months ago

Have never experienced an issue. Prompt and informative when needed. 

Nick Does Stuff (AnimatedAnon)'s profile image
Nick Does Stuff (AnimatedAnon) 
4 months ago

Always appreciated their help. 

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Frequently asked questions about Baltimore-Washington Financial Advisors

How is Baltimore-Washington Financial Advisors rated?

Baltimore-Washington Financial Advisors has a 4.9 star rating with 13 reviews. 

When is Baltimore-Washington Financial Advisors open?

Baltimore-Washington Financial Advisors is closed now. It will open tomorrow at 8:00 a.m.