Core Values - How we differ from the competition

In searching out and selecting the most knowledgeable professionals to assist with one’s financial planning and investment management, you need to figure out “who does what” in the investment and financial planning arena. Not a small task!

There are, however, some key differences in what bmc Financial Advisors provides to clients compared to other providers. First, and probably most important, as a financial advisory firm we offer independent guidance. We are compensated exclusively by fees paid by our clients, not by earning commissions selling “product.” This allows us to act in the best interest of clients, keeping their overall financial picture in mind when providing advice.

Second, we take a team approach to client service. Many times our role in serving our clients is that of quarterback, managing the time-consuming task of coordinating clients’ affairs among multiple advisors from within and outside bmc Financial Advisors. We are always eager to work with a client’s existing advisors to recommend strategies that address our client’s needs. Should a client need an advisor in a particular area that requires expertise that we do not provide, (for example a labor attorney, if we were counseling a business), we will recommend a prescreened professional who can assist in this area. As an affiliate of bmc, a Top 50 certified public accounting firm, we have easy access to a multitude of resources.

Further, the expertise and credentials of our professionals is unparalleled. Not only do our professionals hold credentials in financial planning, but most of them are CPAs with a significant background in tax consulting. This experience enables them to develop a financial and investment plan that will consider all relevant tax implications. Also, our professionals strive toward not only creating solutions with current offerings, but are also always on the look-out for new planning concepts and investment opportunities that may benefit our clients.

Finally, we believe in long-term relationships. We view each client as an individual and create a custom approach for each individual situation. We believe in establishing trust, respect and long-lasting partnerships with our clients. Our greatest reward is our clients’ peace of mind.

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