About BCM
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.
Client-Focused
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.