Baltimore-Washington Financial Advisors, Inc.
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Thad Ismart 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.
Thad Ismart is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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
5950 Symphony Woods Road
Columbia, MD 21044