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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.


As federal employees, it's critical that you understand your benefits. Check out this episode of the FedLife Podcast with Dan Sipe and Ed Zurndorfer to learn about your health and dental care benefits. #fedlife #podcast

Episode 13 - It’s Open Season on Your Healthcare: Part 1 — With Ed Zurndorfer
As federal employees, it’s critical that you understand your benefits. Some of those benefits are your health and dental care — but open season is coming. In...
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Celebrate World Human Rights Day today, and recognize all of the basic rights we as humans deserve. #humanrights ... See MoreSee Less

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

   Investment advisory services offered through Raymond James Financial Services, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is
    independent of Raymond James Financial Services, Inc. STWS is not affiliated with or endorsed by the US government or Federal Employee Retirement System (FERS)
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a
     response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of
    the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for
    information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors.
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    Check the background of this firm on FINRA’s BrokerCheck

    Raymond James Logo, Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC