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Thad Ismart (CFP®)

Planning Specialties

Thad joined BWFA in 2013 as a financial planner. Thad has a Bachelor's Degree in Economics from the University of Maryland, Baltimore County and has been working in the financial industry since 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional and has worked with retirees, affluent families, and business owners in the areas of Estate Planning, Retirement Planning, and Wealth Management.

Thad was born and raised in Columbia, Maryland and lives in Lutherville with his wife, Sara, and daughter, Emma.

NAPFA Start Date

April 05, 2013

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5950 Symphony Woods Rd Ste 600 Columbia, MD 21044-3595 Phone: (410) 461-3900
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