Jeff Boettcher

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Retirement, Investing, Small Business
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“As an Accredited Investment Fiduciary, Jeff Boettcher, President of Bedrock Investement Advisors, has been managing client's investments with one driving principle- putting the client, above all else.”
Firm:

Bedrock Investment Advisors

Job Title:

President, Financial Advisor

Biography:

Jeff Boettcher graduated from Miami University in Oxford, Ohio, which has one of the nation’s premier public business schools. Jeff began his career in the financial services industry at the Chicago Mercantile Exchange (CME) in Chicago, specializing in currency futures and options. Knowing that rapid advances in technology were quickly reshaping the commodities markets, and because of Jeff’s desire to help educate those he comes in contact with, Jeff left the CME and began a practice helping wealthy retail investment clients manage their investments and estate plans.

As Jeff’s business and practice expanded, he worked with several corporate Investment Firms culminating at the Private Bank of Wachovia Securities (now Wells Fargo Advisors). With the unique insights, Jeff’s experiences brought and as a top-producer at each institution he has been a part of, Jeff took the opportunity to create the Boutique Investment firm of Bedrock Investment Advisors, LLC, providing objective advice and counsel to clients who value a close working relationship with their primary financial advisor.

Jeff's primary focus is helping clients grow and protect their wealth through Bedrock Investment Advisors, but he has proven indispensable to other financial professionals who have affiliated with his other companies BWM Advisory, LLC and Bedrock Financial Services, LLC. The clients who hire Jeff will find him attentive, and "education" focused. Jeff believes that clients can make wise investment and financial decisions with through a better understanding of the markets and regulations and attempts to find the most efficient portfolio for each client's unique retirement goals. The Financial Professionals who affiliate with Jeff's companies do so because of his ability to help them grow their business and provide better solutions to their clients.

Jeff Boettcher is also a published author and consistent contributor to PSRetirement.com, Retirement.News, and Business.com.

Outside of work Jeff enjoys hiking, golfing, and spending time with his wife and growing family.

Education:

BA, Finance, Miami University (Ohio)

Assets Under Management:

$40 million

CRD Number:

4001659

Disclaimer:

For informational purposes only. Articles and/or information shared are not to be considered investment advice nor an offer to buy or sell securities. Investment advisory services offered through BWM Advisory, LLC. Insurance services offered through Bedrock Financial Services, LLC (BFS). BWM Advisory, LLC d/b/a Bedrock Investment Advisors is registered as an investment adviser with the SEC and, along with BFS, only conducts business in states where it is properly licensed, notice filed or is excluded from notice filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

 

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