Baltimore Washington Financial Advisors

About Baltimore Washington Financial Advisors

Baltimore-Washington Financial Advisors, Inc. was founded in 1986. It is among the largest and oldest independent, Fee-Only investment planning firms and financial advisories in the Baltimore-Washington metropolitan area serving Howard County, Anne Arundel County, Baltimore County and areas nationwide.

BWFA has been recognized as a top firm in the industry, with honors and appearances in Worth, Forbes, and Fortune magazines. BWFA experts have been quoted in the Wall Street Journal, Business Week, Washington Post, Baltimore Sun, and Investment News. We have also been honored to receive a number of awards, including Howard Magazine’s Best of Howard County and a Forbes Leading Financial Advisor.

Since financial & retirement planning are so important, we also offer frequent education workshops and webinars which cover various important topics such as Social Security, Medicare, Selecting Your State Of Residence In Retirement, Estate Planning, Taxes, Portfolio Assessments and more.

BWFA is lead by a team of investment, planning and tax experts. BWFA is committed to meeting the need of coordinated, integrated financial services for clients in Howard County and throughout the country. Clients are drawn to this convenient business model that addressed key aspects of their finances and provided exceptional service all under one roof.

Learn more about our Internship Program here:


Client Service Associate

May 2022 - August 2022 Columbia, MD
“I had a wonderful experience working with BWFA. It has been an amazing opportunity and what made this internship unique was that an intern is able to support the financial planning, investment management, and tax teams. Everyone at the firm is helpful, welcoming, and knowledgeable about their area of expertise. Additionally, I found it valuable that each employee, especially Rob Carpenter, who is the President & CEO, took the time out of the day to speak to all of the interns about the finance industry. ”

Account Executive Intern (Financial Services)

June 2022 - August 2022 Columbia, MD
“Working within a team environment and the family culture of the firm. Very helpful with asking questions and completing tasks on hand. ”
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