$290MM AUM | $2MM Rev in
BFA is a Wealth Management firm centered around the Fee-Only model with an emphasis on Financial Planning. We serve as fiduciaries for our clients 100% of the time and also manage a number of 401(k) plans for our business owner clients. Our Fee-Only model allows us to take clients on retainer while they accumulate their wealth. We also offer a commission-free insurance platform to provide life insurance products and various forms of annuities in a low-cost solution. We are interested in helping other advisors transition to retirement by monetizing the work they have put into their own businesses while providing a client-centered place for their clients to thrive.