- Certified Financial Planner (CFP)
Why choose this provider?
Baltimore-Washington Financial Advisors is an independent firm that has been serving individuals and families in Ellicott City and nearby areas since 1986. It offers financial planning solutions that cover retirement, estate, pensions, Social Security, and Medicare. The company also assists with investment management and tax planning. In addition, it helps businesses with mergers, acquisitions, and succession planning. Baltimore-Washington Financial Advisors is composed of 25 industry professionals with CFPs, CPAs, and Certified Elder Planning Specialists.
Investment Adviser Public Disclosure Database, SEC