Billy Hufnell
CFP®
Bay Point Wealth
Financial Advisor
Billy Hufnell
CFP®
Bay Point Wealth
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Billy Hufnell, CFP®
Fee-Only financial planner located in Annapolis, MD, serving clients locally and across the country
Billy Hufnell is a Annapolis, MD fee-only financial planner. Bay Point Wealth provides comprehensive financial planning, portfolio management, and tax planning to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Billy Hufnell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Billy Hufnell has been a member of the Bay Point team since 2011. He is currently a Financial Advisor, providing analysis and support relating to all client planning and investment needs. He enjoys working with clients to help them reach their financial and personal goals. Looking at a client’s unique circumstances and helping to put their worries at ease makes him happy. He specializes in helping families navigate difficult decisions and complex family dynamics in estate planning, and does so with compassion and expert advice.
He currently leads two study groups for the National Association for Personal Financial Advisors (NAPFA) - the Annapolis Study Group and the Baltimore Genesis Study Group.
When Billy is not at work or leading study groups, you can often find him at Camden Yards if the Orioles are in town, or out hiking or traveling somewhere new if they are not. He also has a passion for cooking and loves trying to recreate recipes for any new foods he tries.
Billy Hufnell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission at Bay Point Wealth is to integrate planning, investments, and taxes, with you at the center. The first step is understanding where you want your financial journey to take you. We use this foundation to build appropriate strategies, tailored to you.
We look at and integrate all aspects of your financial life, including your investments, taxes, insurance, and estate plan to provide advice in an unbiased, clear, and comprehensive manner. In interactive meetings, we will show you how different factors affect your financial future. In real time you can see how spending, investment returns, savings, and other factors will affect your wealth. Once you feel comfortable with your plan, we will design an investment portfolio that reaches your goals in a cost effective and tax efficient manner, maintaining as little risk as possible. Lastly, not only will we prepare your tax return, we will look for opportunities to minimize your tax burden and integrate your tax planning with your overall financial plan.
At Bay Point Wealth, you get comprehensive planning, investments, and taxes. Everything you need, all in one place.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Estate Planning
- Investment Portfolio Management
- Retirement Income Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Billy Hufnell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Billy Hufnell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Billy Hufnell Leads the NAPFA Genesis Study Group in Baltimore
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Billy Hufnell Leads a Local NAPFA Study Group in Annapolis
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Bay Point Wealth Named to Best Financial Advisors in Baltimore 2020 List by Expertise.com
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Billy Hufnell is a Member of the Anne Arundel Estate Planning Council
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Bay Point Wealth Management is a Member of the Ann Arundel Chamber of Commerce
Contact Billy Hufnell
Office Locations:
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By Appointment
Annapolis, MD 21409
