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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.


Listen to examples of hard work and grassroots marketing that turned this business into a national household cheesecake brand during the longest furlough in US history in this episode of the FedLife Podcast. #podcast #furlough

Ep 17 - The Furlough Cheesecake
Dan Sipe is joined by Nikki and Jaqi from the Furlough Cheesecake as they share their amazing story in our sweetest podcast yet!
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Happy Valentine's Day from the team at Serving Those Who Serve. #valentinesday #love ... 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 Advisors, 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.
    Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office
    for information and availability. Raymond James Privacy Policy
    Check the background of this firm on FINRA’s BrokerCheck

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