BFA Wealth Management
CEO, Private Wealth Advisor, and Financial Planner
As CEO of BFA Wealth Management, I believe that our most important strength as a personal financial partner is our dedication to the care and guidance we give our clients on all matters that concern their financial lives, not just the management of investment portfolios. We’re more than the people who handle your money; we’re the people who help you live the life you want to live. Our unique approach, in concert with our expertise in managing risk and handling concentrated positions of employer stock, makes us a great partner for individuals employed in the healthcare, technology, energy, biotech, and defense industries.
Watching people close to me make financial mistakes due to misinformation or misdirection was an experience that affected me deeply as a young man. The experience was a formative influence that led me to shape my career, and our firm, around trust, partnership, and honesty above all else. By working directly with my clients as a fiduciary, private wealth advisor, and financial planner, I am able to give the individuals we serve personalized, unbiased financial insights in support of their plans, and I am fortunate enough to be in a position to use the knowledge I gain from relationships with my clients to strengthen our firm and contribute to delivering on our mission.
BFA Wealth Management operates as a true fiduciary, providing financial education, situational guidance, cutting-edge tools, and real relationships based on the trust and responsibility clients expect from someone who treats them as a valued partner.
All written content published here by BFA Wealth Management and its employees and affiliates is intended for general informational purposes only. Opinions expressed are solely those of BFA Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Content should not be viewed as an offer to buy or sell any securities mentioned, as a direct recommendation to take any specific aciton, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. BFA Wealth Management is not engaged in the practice of law, and representatives of BFA Wealth Management do not provide legal or tax advice.