BWM Financial has over 100 years of collective financial advisory experience and manages over $1.2 billion. We help affluent families face complex challenges and make critical and informed decisions.
We maintain a commitment to excellence through continued coaching and professional training, along with a specific team structure that highlights areas of specialty. Our team’s certifications are specialized, well-rounded, and distributed across team members. They include CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor® (CPWA®), Certified Divorce Financial Analyst® (CDFA®), Certified Exit Planning Advisor (CEPA), and Masters degree in Finance. These credentials demonstrate a high degree of competency in financial planning, investment, and wealth management strategies. While some wealth management firms employ a top-heavy approach (one or two advisors hold multiple designations), we have intentionally utilized each certification where it will be most valuable for our clients. Read more about the importance of these professional designations here.