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Founded for the Federal Professional

The team at STWS provides financial planning in the Baltimore/Washington
area with a special focus on serving the Federal professional.

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Attend a Seminar

STWS open enrollment seminars feature professional advisors who know
how to navigate the unique complexities of the Federal system.

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Schedule an initial consultation

STWS takes the time to offer you an initial consultation at no cost and
no obligation. We get to know you – and you get to know us.

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Does your financial firm treat you like a dedicated Federal professional...

or just another account?

Serving Those Who Serve:

  • Based in the Baltimore/Washington area, our advisors provide financial planning for active and retired Federal professionals.
  • Over a quarter century of experience serving individuals who serve the public trust.
  • Open enrollment Seminars featuring professional advisors.
  • We offer a free initial consultation. No obligation. Make an appointment.

STWS News

Learn from federal benefits expert Ed Zurndorfer in this episode of the #FedLife Podcast, where he shares tips about maneuvering your TSP, both while you’re still employed, and into retirement. www.youtube.com/watch?v=wDNRg5jqYpA ... See MoreSee Less

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Isn't it time someone cared about your unique financial needs?
CALL 1-855-437-STWS (7897)