Learn more about our uniquely personalized financial planning services

Investment Analysis

Is your portfolio right for your goals and risk tolerance? If you have $250,000 or more of investable assets - even if you feel comfortable and simply want a second opinion - we are happy to provide this service free from any cost or obligation.

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Financial Planning

You deserve a fiduciary partner and a comprehensive financial plan that will grow with you, not one you will outgrow. Our wealth management process helps your money work as hard as you do for as long as you and your family need it.

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Investment Planning

Your investments work best when they reflect your vision for your life, not the agenda of a commissioned securities broker. As a fee-only Registered Investment Advisor, BFA Wealth Management operates with one priority – you.

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Retirement Planning

We work with you to create personalized, long-term strategies for investment and retirement that maximize your potential to turn the compensation you earn today into a life well-lived tomorrow. It's never too early to get started.

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Real Estate Advisory

Real estate can play an role in any portfolio. Whether you want to generate income, diversify your holdings, or simply enjoy your retirement in the home of your dreams, BFA Wealth Management can help you make a plan for success.

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Tax & Legacy Planning

You want the best for your family, not just today but indefinitely. Paying only what you owe keeps more of your money available for your investments, retirement planning, inclusion in your estate, and a better quality of life.

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Your future is waiting. It doesn’t need to. Talk to a member of our team today and let us learn how we can help.

BFA Wealth Management. Plan right. Live better.™