The Keeney team features the following professional designation: certified retirement planning counselor ( CRPC), certified retirement plan specialist ( CRPS), certified income specialist (CIS), certified financial planner (CFP) and chartered investment management analyst ( CIMA). 2 on our list, is a full-service, fee-based firm, meaning most of its advisors are also brokers and insurance agents. The firm aims to achieve strong performance over multiple market cycles and its core investment time horizon is typically three to five years. Each model has positions in approximately 80 to 100 securities, which the firm believes are undervalued. In special situations, advisors may customize a client’s model. Baltimore-Washington Financial Advisors Investment StrategyīWFA offers three model portfolios that range in risk level: capital appreciation, conservative growth, and growth and income. The firm offers investment management services, financial planning, financial planning for business owners, tax planning and preparation and employer-sponsored retirement plan services. Two employees - chief operating officer Joseph Manifredi and director of client services Meghan Manas - have small stakes. President and CEO Rob Carpenter became the owner in 2012. Baltimore-Washington Financial Advisors BackgroundīWFA was founded in 1986. The firm only receives compensation directly from clients for the advisory services it provides. The firm also works with trusts, estates, foundations, charitable organizations, businesses and corporations.Īs a fee-only firm, BWFA advisors do not sell securities or insurance products. Its team includes certified financial planners ( CFPs), certified public accountants ( CPAs), certified divorce financial analysts ( CDFAs), chartered financial consultants ( ChFCs) and others.īWFA has no minimum investment account size. It serves individuals who have a high net worth, as well as those who don't. This fee-only practice oversees more than $1 billion in assets mostly on a discretionary basis. The qualifying firms were then ranked according to the following criteria:īaltimore-Washington Financial Advisors (BWFA) is the top-rated financial advisory firm in Columbia. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Columbia, we first identified all firms registered with the SEC in the city.
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