Our History
Our principles, and how they’ve benefited our clients, are exemplified by three pillars: a legacy of making a difference; a personalized, individualized approach to wealth management; and our lifelong commitment to learning and thought leadership in our industry.
1973
Where It All Began
Born just a month apart in Northern West Virginia, two of our co-founders William Beynon and Blaine Ferguson attend pre-school through college together – forming a lifelong friendship.
2004
Day One
December 1st – Beynon and Ferguson ring in the holiday season with the grand opening of CWA’s initial business of estate planning.
2009
First RIA on the Books
Expanding into asset management marks a pivotal moment for the firm. Bill and Blaine launch their new money management effort.
2012
Two Becomes Four
The team of founders grows to include Lewis Johnson and Joe Moglia to expand the asset management business.
#1 Fastest Growing RIA by Financial Advisor Magazine
This award was open to all independent registered investment adviser applicants. The award was based on size of AUM over a stipulated period of time. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.
2015
2017
Inc. 5000 Fastest Growing Companies in America
This award was open to all privately held, for-profit, based in the U.S., independent companies and was based on revenue metrics over a stipulated period of time. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.
2021
$2B in AUM
The firm celebrates achieving over $2 Billion in assets under management (AUM)1.
2024
Celebrates 20 Years of Helping Families
1As of December 31, 2021, the total assets under management for CWA Asset Management Group, LLC was approximately $2.01 billion.
