Baltimore-Washington Financial Advisors, Inc.
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
Meet Joseph DePatie
Joe DePatie joined BWFA as a Client Associate in 2016. He is a graduate of the University of Maryland, College Park where he earned his BA in Economics. Joe holds a Series 65 registration and Life and Health Insurance License. Prior to joining BWFA, Joe worked closely with high net worth clients to plan and achieve their financial goals.
Joe Lives in Baltimore, Maryland. He enjoys traveling, playing basketball and supporting the Terps.
Joseph DePatie 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
Professional Designations & Affiliations
Joseph DePatie is a NAPFA-Registered Financial Advisor
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.
Contact Joseph DePatie
5950 Symphony Woods Rd
Columbia, MD 21044