5807 Kennett Pike
BCM Wealth Management (BCM) is an independent, fee-only financial advisory firm founded in Wilmington, Delaware in 1996. For over 25 years BCM has been dedicated to helping clients reach their financial goals. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve long-term results. Our experienced advisors offer services from a client-focused perspective. We work only for our clients, not for an insurance company or other financial institution and we are not brokers.
As we have grown and evolved over the past decades, BCM has become one of the premiere advising firms in the area. We have extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans. We act as Fiduciaries for all of our clients meaning that we act in our clients’ best interests 100% of the time. We are compensated for our advice through an agreed-upon and fully disclosed “fee-only” billing structure. We do not charge commissions, and we do not receive reimbursements from third parties.
We are proud to be the first and only investment advisor in Delaware to be CEFEX certified, joining an elite group of investment advisors globally who have successfully completed the independent certification process.
BCM Wealth Management takes a comprehensive and holistic approach to meeting all of our client's financial needs. We construct integrated solutions that encompass many types of financial matters through all phases of a client's financial life. Our team operates under the highest ethical, transparent and professional standards. Our clients’ success creates our success; we put our clients first in everything that we do.
Founder and President
Director of Retirement Plans
Director of Financial Planning and Education
Client Service Coordinator
Vice President of Operations
Retirement Plan Associate
Financial Planning Associate
Senior Financial Advisor
Whether you are new to navigating your finances, investing to build wealth, managing an endowment, or wanting to provide excellent employee benefits, our BCM team will provide personalized service focused your needs, wants, and long-term goals. We look forward to working with you.