- Tax Planning
Established in 1986, Baltimore-Washington Financial Advisors is a wealth management firm that serves clients in Frederick. The firm offers a wide range of services, including financial planning, investment management, tax planning, charitable giving, and mergers and acquisitions. Its planning solutions suit individuals, executives, and business owners, which covers education savings, estate planning, retirement projections, and debt management. To give back to the community, the firm supports local organizations, such as the American Cancer Society and the Make-A-Wish Foundation.