Our approach: Collective knowledge and customized strategies
The team at BFS Wealth Management has many years of experience across a wide array of financial disciplines and business endeavors.
We are supported by the vast resources of Raymond James, a well-respected, independent financial services firm with offices and affiliated advisory firms throughout the country. Together, we are well-positioned to provide comprehensive wealth management and financial services to individual and institutional clients, as well as to business owners and corporate executives.
We understand what your money represents to you—it is the result of hard work and the tool you can use to pursue the future you envision. As your professional guides to using this tool effectively, we don’t just want to make a difference in your assets—we want to make a difference in your life.
BFS Wealth Management brings you:
- A team of four financial advisors who share advanced industry credentials to broaden their knowledge and expertise on behalf of our clients
- A financial planning specialist who coordinates with your advisor to develop a comprehensive financial plan
- An independent investment business with the freedom to make unbiased investment recommendations
- An experienced operations staff to support our financial advisors and, in turn, our clients
With the support of a larger financial institution, the professionals at BFS Wealth Management has access to significant resources.
RAYMOND JAMES brings you:
- A global financial services firm focused on providing trusted advice and tailored, sophisticated solutions for individuals and institutions
- An extensive investment platform and broad resources available to a network of financial advisors
- Dedication to and driven by a focus on independence, integrity, conservative risk management and always putting clients first