Baltimore-washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. (BWFA) is a nationally recognized wealth management firm headquartered in Columbia, Maryland, founded in 1986. The firm offers integrated investment management, retirement and estate planning, and tax services, operating as a fee-only fiduciary, serving individuals and families nationwide. BWFA employs around 28–32 people, with a substantial focus on high-net-worth individuals and a commitment to objective, conflict-free advice.
Investment Strategy
BWFA provides investment management with a comprehensive financial planning philosophy, integrating retirement and estate planning, as well as tax management services. The firm operates on a fee-only basis, eschewing commissions to align its interests with clients. Client portfolios are diversified across equities, fixed income, and, when appropriate, alternative investments. Investment decisions are tailored to each client's unique goals, risk tolerance, and time horizon, with a focus on long-term growth, prudent risk management, and minimizing taxes.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 4.95% | $106.1M | 372,042 | $164.33 | $285.30 | +$7.0M |
Q QQQ | INVESCO QQQ TR | 4.42% | $94.8M | 171,809 | $261.22 | $551.64 | +$4.6M |
N NVDA | NVIDIA CORPORATION | 3.72% | $79.9M | 505,601 | $16.53 | $157.99 | +$25.4M |
M MSFT | MICROSOFT CORP | 3.08% | $66.0M | 132,761 | $105.60 | $497.41 | +$18.7M |
V VIG | VANGUARD SPECIALIZED FUNDS | 2.85% | $61.2M | 299,135 | $152.80 | $204.67 | +$4.4M |