HWA Financial Group (HWA) is a financial and investment advisory firm located in historic Ellicott City, Maryland. We recognize that our clients are our most important asset. To that end, our talented and honest advisors work and consult with each client to develop customized financial and investment plans. This planning process benefits our clients by identifying needs and goals; designing and implementing appropriate financial and investment strategies; and monitoring performance. This planning process provides us with our marching orders. Planning, performance and monitoring are dynamic. By listening and understanding what is important to our clients, we help create personalized approaches to assist our clients in realizing their financial dreams and aspirations.
Independent, Unbiased, Objective Advice
HWA is an independent financial and investment advisory firm. The firm is a registered investment advisory company. HWA uses nationally recognized brokerage firms to custody all client assets and execute all client trades.
HWA does not sell or receive commissions from the sale of investment products. We feel it is important to operate in this fashion because it eliminates conflicts of interest.
Our clients are a diverse group ranging from individuals, trusts and retirement plans to private schools, private foundations, and high net worth families. The majority of our clients are located in the Baltimore/Washington D.C. metropolitan area; however we do provide services to clients throughout the United States. We provide our clients with personalized, professional planning services which address their individual financial concerns. Receiving such services is the reason clients choose HWA.