BFS lives for the details...
so you can live your life!
At BFS Wealth Management, we steer clear of the sales pitch. We are an independent office that promises to put our clients’ interests first. Our team can offer you personalized financial planning solutions, designed with a focus on what is truly important to you.
We also back up our investment capabilities with extensive financial education and experience. “Astoundingly, there are over 500,000 licensed financial advisors in the U.S., but less than one-third of them have any education in finance.”1 Between the eight of us, we have earned four CFP certifications, one CPA designation, a Masters in Financial Planning, and a Masters in Business Administration.
Think of BFS Wealth Management as concierge-level financial guidance. As we like to say, “When it comes to your money, we will do everything except walk the dog.”
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Be confident in your investments for today and your legacy for tomorrow.
1 Simon Lack, Wall Street Potholes: Insights from Top Money Managers (Wiley: 2015), p. 171.