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 began his career in the financial services industry at the Chicago Mercantile Exchange (CME), specializing in currency futures and options. As technology was quickly reshaping the commodities markets, and because of Mr. Boettcher's interest in helping people, Mr. Boettcher left the CME to begin assisting clients to grow and protect their investments.

As Mr. Boettcher's business and experience grew, he worked with several Investment Firms culminating at the Private Bank of Wachovia Securities. With years of experience under his belt and because of his desire to provide unbiased investment advice, Mr. Boettcher took the opportunity to establish Bedrock Investment Advisors, LLC (Bedrock).  Bedrock provides exclusively fiduciary-driven, objective, advice, to clients around the Country, who value a close working relationship with their primary financial advisor.

Jeff's focus has always been helping clients grow and protect their wealth, but his knowledge has also compelled other financial professionals also to hire him to help them provide better solutions to their clients. Jeff has built his business through an education-focused methodology working closely with his clients so they can better understand their investments and financial options. 

Jeff Boettcher is also a published author and 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:

Miami University (Ohio)

Assets Under Management:

$37 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. All investment strategies have the potential for profit or loss. Content should not be construed as legal or tax advice. Investment advisory services offered through BWM Advisory, LLC (BWM). 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 particular level of skill or ability.  Current 'Assets Under Management' figures can be found on BWM's updated ADV.

 

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To Robo - Or Not to Robo... Time and expectations are key.  The fact that you are asking questions through a generic forum suggests that the Robo-solution may not be the best answer for you.  A Robo-solution may be best suited for someone who already has the answers they need and are simply looking for a particular portfolio implementation tool.  Robo-solutions still fall short, at least in my opinion, of providing holistic advice to clients.  The fact that you ask a rather general question, without going into detail about your needs (current, near-term, future, etc.) means that you may not fully understand what questions you should be asking - much less the answers to those questions.  You could gain this knowledge through education, etc., but you might not be a perfect fit for the Robo solution at this time.  Your son, on the other hand, has the benefit of a longer investment time horizon.  Therefore he won't be as heavily punished should he fail to make the best investment decisions.  His relative youth is a huge advantage to him and allows him the opportunity to save and invest less precisely - making up for certain mistakes as he ages and saves more.  You, on the other hand, have fewer years and less opportunity to recover should you make mistakes implementing your retirement plan.  In short - If you need answers to your questions, then you should begin your search for a knowledgable professional who can help you find the answers (and the questions) that you need.

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