Wealth manager specializing in fiduciary management for retirement plans and individuals - CEFEX certified advisor
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.
Compare BCM Wealth Management - A Shepherd Financial Partner with 3 companies in Investment-Management
| Comparison Field |
BCM Wealth Management - A...Main Company |
Personal CapitalView Profile |
ClearStep FinancialView Profile |
Capstone Investment...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 0 | 2013 | 2001 |
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Company Size
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— | 201-500 | 11-50 | 11-50 |
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City
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Wilmington, Delaware | Redwood City, California | Greenfield, WI | Colorado Springs, Colorado |
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Country
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United States | United States | United States | United States |
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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
|
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