Thad Ismart
CFP®, CEPS
Baltimore-Washington Financial Advisors, Inc.
Senior Financial Planner
Thad Ismart
CFP®, CEPS
Baltimore-Washington Financial Advisors, Inc.
Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thad Ismart, CFP®, CEPS
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
Thad Ismart is a Columbia, MD fee-only financial planner. Baltimore-Washington Financial Advisors, Inc. provides comprehensive and objective financial planning, tax planning, and investment management to help individuals and families, business owners, corporate executives, and non-profits organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thad Ismart is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Thad Ismart is a Senior Financial Planner with Baltimore Washington Financial Advisors (BWFA). In this role, Thad prepares, presents, and implements comprehensive financial and retirement plans for BWFA’s clients.
Thad is a CERTIFIED FINANCIAL PLANNER ® professional and a Certified Elder Planning Specialist (CEPS). He holds a B.A. degree in Economics from the University of Maryland, Baltimore County. He prides himself on his fiduciary relationships with BWFA’s clients, and the ability to guide them through a successful retirement using sound and objective advice.
Thad has been in the financial planning and wealth management industry for over 15 years, working for local and national companies, and has been with BWFA since 2013.
Thad enjoys watching and attending baseball and football games, listening to music, and spending time with family and friends.
Thad was born and raised in Columbia, Maryland, and currently lives in Timonium, Maryland with his wife, Sara, his two children, Emma and Tommy, and their beagle, Lily.
Thad Ismart 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.
BWFA has been recognized as a top firm in the industry, with honors and appearances in Worth, Forbes, and Fortune magazines. BWFA experts have been quoted in the Wall Street Journal, New York Times, Business Week, Washington Post, Baltimore Sun, and InvestmentNews.
In the early years, Saxon Birdsong led a team of investment, planning and tax experts at BWFA. Our motto became “putting the pieces together” for clients, highlighting the firm’s expert offerings of these three key financial services to its clients. From the very beginning, BWFA was committed to meeting the need for coordinated, comprehensive financial services. Clients were drawn to this convenient business model that addressed key aspects of their finances and provided exceptional service all under one roof.
Today, Rob Carpenter is President and CEO of BWFA. Rob has continued to make the firm’s primary focus that of providing its clients with top-quality service. This commitment to excellence has led to a growing client base.
In order to continue providing the same level of exceptional service to its growing client family, BWFA has added new financial experts. Our dynamic team includes CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants, Master of Business Administration professionals, a Master of Science in Taxation professional, a Master of Science in Finance professional, and a Chartered Financial Analyst.
In addition to its core services of retirement and estate planning, investment management, and tax services, BWFA has recently added a Business Services Division. This Division is designed to help meet the needs of existing and potential business owners in the community. The BWFA team has grown to over 20 professionals who service clients throughout the country. BWFA continues to help its growing client family “put the pieces together.” We look forward to using our expertise to serve you and meet your financial needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education 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
-
Thad Ismart 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.
-
Thad Ismart 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.
Contact Thad Ismart
Office Locations:
-
5950 Symphony Woods Road
Suite 600
Columbia, MD 21044
