William J. Hufnell

William J. Hufnell

| CFP®, CPA, BBA, MS

Bay Point Wealth Management

877-626-8198

Contact Me

Fee-Only Financial Advisor with offices in Annapolis, MD and Sarasota, FL

Specialties

  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Portfolio Management
  • Tax Planning
  • Charitable Gifting
  • Estate Planning
  • Alternative Investments
  • Employee Benefits
  • Business Planning

Website

Visit Us

1990 Main Street Suite 750
Sarasota, FL 34236

582 Bellerive Road
Annapolis, MD 21409

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

William Hufnell is a Fee Only Financial Advisor with offices in Annapolis, MD and Sarasota, FL.  Bay Point Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. William Hufnell is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

William J. Hufnell is the founder and Principal at Bay Point. He earned his Bachelor’s degree from Georgia State University in accounting and his Master’s degree in finance from Johns Hopkins University.

Bill is a Certified Public Accountant (CPA) with extensive knowledge in Federal income tax laws and Federal estate tax laws. He is also a CERTIFIED FINANCIAL PLANNER® (CFP™), the most highly regarded designation within the financial planning industry. The CFP™ designation reflects Mr. Hufnell’s extensive experience and education in the financial planning arena, as well as his commitment to continuing education and the CFP™ Board’s Code of Ethics.

Bill serves as the lead wealth manager and Chief Investment Officer for the firm.
He is an active member of the National Association of Professional Financial Advisors, the foremost professional association for fee-only financial advisors, the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants.

In addition to his 12 years of extensive wealth management planning experience with Bay Point, Bill was previously employed with a Fortune 100 corporation for 10 years, working in the areas of business planning, corporate retirement plans, employee benefits and compensation, and financial reporting.
Read More...

An Important Decision

 
Selecting a financial advisor is one of the most important decisions you will ever make. An advisor must be responsive to your unique needs and be someone you can count on for years to come. Most of all, you want someone you can trust.
 
We understand that before entrusting your financial affairs to an advisor, you want to be sure that the company you choose has the expertise, integrity and commitment to provide the personal service that you need and deserve.
 
Our mission is to thoroughly understand each of our client’s goals and concerns, to help them improve their overall financial health and achieve their goals, and to help them enjoy their lives more fully.
 

Why Fee-Only?

The term fee-only refers to the method of compensation for the financial planner. Fee-only planners are compensated solely by fees paid by their clients and do not receive commissions or compensation from any other source. Thus, they do not sell any insurance, annuities or other investment products.
 
As a fee-only firm, we provide unbiased and objective advice that is always in the best interest of our valued clients. Since we are independent from all financial services companies and products, we are able to offer hundreds of different investment and insurance opportunities – none of which are commission driven.
 

Our Philosophy and Approach

Comprehensive Financial Planning

We approach financial planning in a very integrated and holistic manner. All of our analyses and recommendations carefully consider the impact on your entire financial picture. You can count on our extensive education and broad knowledge gained by years of financial and tax experience to help you chart your course through today's complex world of finance and investing.
 
Our comprehensive financial planning services will thoroughly analyze and make specific recommendations regarding your:
  • Cash flows (long-term and short-term)
  • Insurance
  • Income Taxes
  • Retirement Planning
  • Estate planning
  • Investments
Read More...