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HWA Financial Group

EST. AUM
$255,895,939

CONTACTS
3

CLIENT ACCOUNTS
527

Firm Details

Metro area Baltimore
CRD Number 120745
Website hwafinancialgroup.com
Client types

Overview

HWA Financial Group, located in Ellicott City, Maryland, is an independent financial and investment advisory firm. They offer personalized financial planning and investment management services to a diverse clientele, including individuals, trusts, retirement plans, private schools, foundations, and high-net-worth families. As a fee-only registered investment advisor, HWA Financial Group provides independent, unbiased, and objective advice, ensuring that clients' best interests are prioritized. Their comprehensive planning process involves identifying needs and goals, designing and implementing appropriate strategies, and continuously monitoring performance to help clients achieve their financial aspirations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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