[And bulletproof your finances]
Our mission is to make a difference in the lives of our clients by taking the complexity out of the wealth building process – By providing unbiased financial advice, creating lifelong relationships and always striving to achieve optimal results.
Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
BFA is a boutique investment and wealth management firm providing personalized solutions for high-income individuals and couples.
As a fee-only, independent fiduciary, we offer the knowledge and resources necessary to be successful – it’s what we do best. We take pride in putting your best interests first, providing clear, transparent advice that will give you every opportunity to make informed financial decisions.
With focus and dedication to your success, we go beyond investments to help you live your rich life and retire wealthy.
Welcome to BFA Wealth….
Financial planning isn’t all about the investments. It’s about helping you change your life for the better. That’s why we take an education and planning first approach to making smarter money & investment decisions. We understand that the more we educate and empower you, the stronger the relationship becomes. Our firm was built for and around your unique needs – and we believe our open, transparent, and client-centered approach is the key to long-term success.
Our Values
Trust
We have an unwavering focus on delivering advice that aligns with you – ethically and transparently. Putting you at the center of everything we do. Relationships are based on a foundation of trust, and our clients entrust us with their money, life and financial future. Trust is the cornerstone of our business and our obsession. It's why we work so hard.
Transparency
We proactively educate clients through open and honest communication. You enjoy 24/7 access to your accounts from two sources, an independent custodian and a third-party reconciliation agent. We never take custody of your money and your accounts are held securely in your name with a custodian such as Charles Schwab or TD Ameritrade Institutional.
Accountability
We focus on helping you define and increase the chances of achieving your goals. We embrace change and seek new ideas to improve your outcome. As you progress, your possibilities expand. We review your progress and hold you accountable, providing feedback and updates as your life evolves.
[And bulletproof your finances]
We educate and guide you every step of the way through our proprietary 7-step process, the “Financial Freedom Method“. We begin the journey with understanding what’s important to you, exploring your highest values and guiding your money and investment decisions. Utilizing the right resources and financial tools to design and build the life of your dreams.
[And bulletproof your finances]
People
It’s exciting reaching your goals, but getting there doesn’t happen by chance. Having the right people, process, and purpose can mean the difference between just hoping and dreaming or making it a reality.
Process
We all have unique goals and dreams, and a cookie cutter plan won’t cut it. We customize our proven process to work specifically for you. Helping make smarter money and investment decisions that lead to a life well lived.
Purpose
Understanding your “WHY” is the key to it all. When life gets tough and change happens unexpectedly – it’s having a clear understanding of your “WHY” that keeps you moving toward the life you desire.
