BCM Wealth Management - A Shepherd Financial Partner

BCM Wealth Management - A Shepherd Financial Partner

Investment-Management

Wilmington, Delaware
United States
Company Tagline

Wealth manager specializing in fiduciary management for retirement plans and individuals - CEFEX certified advisor

Industry Category
Investment-Management
Company Description

BCM Wealth Management - A Shepherd Financial Partner stands as a leading investment management firm dedicated to providing comprehensive fiduciary services for retirement plans and individual investors. With a strong commitment to unbiased advice and long-term financial success, BCM Wealth Management has established itself as a trusted partner for clients seeking to achieve their financial goals.

Located at 5807 Kennett Pike, Wilmington, Delaware 19807, US, BCM Wealth Management leverages extensive experience in fiduciary investment management, serving individuals, endowments, and ERISA-governed retirement plans such as 401(k) and 403(b) plans. The firm is committed to delivering tailored solutions that align with each client's unique needs and aspirations. Additionally, BCM Wealth Management has another location at 10838 Kings Road, Myrtle Beach, South Carolina 29572, US.

BCM Wealth Management - A Shepherd Financial Partner offers a diverse range of specialized services including fee disclosure, retirement plan management, participant education, and financial planning. By focusing on fiduciary responsibility and providing clear, transparent guidance, BCM Wealth Management empowers clients to make informed decisions and build a secure financial future. We invite the manager of BCM Wealth Management - A Shepherd Financial Partner to create a customized and exclusive company showcase and product listing on our platform.

BCM Wealth Management - A Shepherd Financial Partner est une société de gestion de placements de premier plan qui se consacre à la prestation de services fiduciaires complets pour les régimes de retraite et les investisseurs individuels. Fort d'un engagement ferme en faveur de conseils impartiaux et de la réussite financière à long terme, BCM Wealth Management s'est imposé comme un partenaire de confiance pour les clients qui cherchent à atteindre leurs objectifs financiers.

Situé à 5807 Kennett Pike, Wilmington, Delaware 19807, US, BCM Wealth Management tire parti de sa vaste expérience en matière de gestion fiduciaire des placements, au service des particuliers, des fonds de dotation et des régimes de retraite régis par l'ERISA, tels que les régimes 401(k) et 403(b). L'entreprise s'engage à fournir des solutions sur mesure qui correspondent aux besoins et aux aspirations uniques de chaque client. En outre, BCM Wealth Management possède un autre établissement au 10838 Kings Road, Myrtle Beach, South Carolina 29572, US.

BCM Wealth Management - A Shepherd Financial Partner offre une gamme diversifiée de services spécialisés, notamment la divulgation des frais, la gestion des régimes de retraite, l'éducation des participants et la planification financière. En mettant l'accent sur la responsabilité fiduciaire et en fournissant des conseils clairs et transparents, BCM Wealth Management permet à ses clients de prendre des décisions éclairées et de bâtir un avenir financier sûr. Nous invitons le gestionnaire de BCM Wealth Management - A Shepherd Financial Partner à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
George Jones G David Biddle AIF (R) Tyler Gilden AIF® Kim Astin

Compare Companies Side by Side

Compare BCM Wealth Management - A Shepherd Financial Partner with 3 companies in Investment-Management

4 Companies
Comparison Field
BCM Wealth Management - A Shepherd Financial Partner
BCM Wealth Management - A...
Main Company
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Founded Year
0 2013 2001
Company Size
201-500 11-50 11-50
City
Wilmington, Delaware Redwood City, California Greenfield, WI Colorado Springs, Colorado
Country
United States United States United States United States
Skills & Keywords Comparing with main company
17 Total Skills
Investment Management Retirement Planning Financial Advisory Wealth Management Fiduciary Services Retirement Plans Financial Planning Fee Disclosure 404(a)5 - Participant 401k Fee Disclosure 408(b)2 - Sponsor Fee Benchmarking & RFP Estate Counseling 403b Retirement Plan Management Participant Education Fiduciary Model Allocation Portfolios
7 Total 7 Unique
Unique Skills:
Banking Financial Advice Financial Services Personal Finance Software Portfolio Management Registered Investment Advisor +1
10 Total 10 Unique
Unique Skills:
Annuities Business Owners College Planning Insurance Investing IRAs +4
10 Total 1 Common 9 Unique
Match 6%
Common Skills:
Retirement Planning
Unique Skills:
Colorado Public Employees’ Retirement Association (PERA) Divorce financial advisor Environmental Governance (ESG) Investments Honesty & Integrity One-to-one relationships +3
4
Total Companies
2001
Oldest Founded
1
Countries
43
Unique Skills

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Alternative Company Names

This company is also known as

BCM Wealth Management - A Shepherd Financial Partner BCM财富管理 - Shepherd Financial Partner बीसीएम वेल्थ मैनेजमेंट - शेफर्ड फाइनेंशियल पार्टनर بي سي إم لإدارة الثروات - شريك شيبيرد المالي BCM Wealth Management - партнер Shepherd Financial