We Make Your Money Work For You.

Because crossing your fingers and leaving it up to chance is how high-income earners end up retiring stressed, uncertain, fearful… Many won’t retire broke, they just might retire unprepared for the money to last and sustain the lifestyle they have become accustomed to.. That’s where we come in. Put your money to work while you’re sleeping, live rich and retire wealthy.

[And bulletproof your finances]

As Seen In
Is Your Money Really Secure?
We speak to high-income-earning families every day. Want to know the most common thing we hear? “I just don’t have the time to focus on my money and investing…

Yet they continue to blow their high income on poor investments and depreciating assets without even a thought to the future. Or their family’s future.

They think their money is secure. That’s what most people thought in 2009, right before the housing market crashed and 60 million working households lost everything. Money down the drain. 

At BFA Wealth we help 6-figure earners create a 7 & 8 figure net worth with simple investments. We secure & grow your wealth using our Wealth Machine Plan so you can focus on yourself, your family and your career.

[And bulletproof your finances]

The Wealth Machine Plan

Taking control of your financial future and retiring wealthy, secure and free begins with a single step. A plan. Whether you’re saving for a specific goal, navigating a divorce, changing jobs, transitioning to retirement, or just need to start making smarter financial decisions – We’ll create a customized plan around you, your goals and your future.

Inside The Wealth Machine Plan:

Our 7 step Financial Freedom Method: Will take you from hoping and praying to certain and confident you can live rich and retire wealthy.

Simplified Diversification: The average millionaire has 7 streams of income. We’ll help you identify and create income streams to grow your net worth.

Unbiased Fiduciary wealth advice. Because taking biased, commission-based financial advice is where most high earning Households go wrong.

The 10 minute per month millionaire. Our 99% hands off service only requires 10 minutes of your time per month. While your wealth grows and compounds in the background.

[And bulletproof your finances]

What Clients Say About Us

If you are looking for a completely honest, and trustworthy company to help you achieve your financial and lifestyle goals, I highly recommend BFA Wealth. It takes a lot for me to trust anyone providing financial advice. However, their approach is tailored, based on substantial experience, and their communication is amazing. BFA Wealth makes achieving your goals easy, simple and stress free. 12/10 would recommend!
5/5

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Lachie P

Co-Founder

 

 

They offer me solutions I probably would never have known about, and also investments that I should be in on a real time basis. Anytime I need to get in contact with Mateo, he responds to me within an hour, sometimes within 5-minutes. I really appreciate that attention because of my busy schedule. They make me feel confident that my money is being overseen.
5/5

c

Christina A

VP of Communications and Business Operations, Health Care Service Provider

I was looking for someone to be a true partner and trusted adviser to help me grow my investments. One of the great things about Mateo is the passion he brings. I’m glad I made the decision to move over to BFA Wealth, if I stayed with the other brokers I wouldn’t be in the positive financial position I am today.
5/5

n

Nick M

VP of Managing Cloud Services, Information and Technology Sector

Mateo and the BFA Wealth team have given me the much needed peace of mind that my financial future is taken care of not only for myself, but my family. Everything he laid out was customized to my goals, and was designed with 100% my best interest at heart. If you are looking for a boutique partnership who treats you like a family member of their own, while providing top notch professional results, hire BFA.

5/5

l

Lucas D

Co-Founder