A complete list of active advisors currently associated with Widmann Financial Services
Warmer can help you find a great advisor at Widmann Financial Services or one who fits your needs even better.
Widmann Financial Services serves individual and family clients (including high‑net‑worth households), as well as businesses, charitable organizations, trusts, and retirement plans, offering asset management, financial planning and consultation, retirement plan consulting, and financial education seminars. The firm operates as a team of six advisors and manages roughly $467 million in client assets, using both discretionary managed accounts and non‑discretionary plan services. The firm’s investment process blends third‑party research (Morningstar, Argus, S&P, ValueLine) with a hybrid, Modern Portfolio Theory‑influenced framework focused on long‑term value while allowing for tactical trading when appropriate. Portfolios may include a broad range of securities — mutual funds, ETFs, stocks and bonds — and, notably, the firm may use derivatives and options and permit borrowing or margin in separately managed accounts, with trading and rebalancing performed under discretionary authority. Distinctive features called out in the brochure include a regular program of financial education seminars and workshops and the firm’s public reference to third‑party ratings in its materials, practices that are less common among comparable team firms. The firm also discloses its operational relationships with Commonwealth and custodians such as Fidelity/NFS — including custodial billing arrangements and crediting of certain mutual fund 12b‑1 fees back to managed accounts — and offers retirement plan consulting services that emphasize non‑discretionary plan monitoring and participant education.
To learn more about the advisors currently working at Widmann Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Bowie, MD
| 8
| |
Bowie, MD
| 32
| |
Bowie, MD
| 6
| |
Bowie, MD
| 26
| |
Bowie, MD
| 26
| |
Bowie, MD
| 37
| |
Bowie, MD
| 21
|
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