BCO Wealth Management, LLC

Bradley Cole is a CFP® professional with four years of industry experience, currently serving at BCO Wealth Management, LLC. His prior roles include positions at The Vanguard Group, Inc. and Lincoln Investment. Outside of his advisory work, he serves as a board member for the Carlsbad Chamber of Commerce and Carlsbad Prep Academy. BCO Wealth Management provides portfolio management, pension consulting, and financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, managing approximately $300 million across more than 500 client relationships. The firm customizes investment policies for clients and employs fundamental analysis, modern portfolio theory, and quantitative methods, utilizing tools such as long-term trading, direct indexing, and third-party adviser selection.

John Overstreet is a managing member and financial advisor at BCO Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and Capital Analysts Inc. Outside of his advisory role, he serves on committees at First Methodist Church in Carlsbad, NM. BCO Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, implementing strategies through third-party platforms.

Lyle Cole is a financial advisor with BCO Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has been with BCO Wealth Management since 2022, following a decade-plus tenure at Lincoln Investment. Cole is a managing partner of Burba, Cole & Overstreet, LLC and serves on the board of the Faith, Hope & Love Foundation, a charity supporting people in Eddy County. BCO Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $300 million across more than 500 client relationships and employs fundamental analysis, modern portfolio theory, and quantitative methods to tailor investment strategies for each client.

Benjamin Cole is a CFP® with two years of industry experience, currently serving as an advisor at BCO Wealth Management, LLC in Carlsbad, NM. His prior experience includes roles at Lincoln Investment, Cetera Advisors LLC, Pennington, Bass & Associates, and the University of New Mexico. BCO Wealth Management serves individuals, pension and profit-sharing plans, and charitable organizations with portfolio management, pension consulting, and financial planning services. The firm applies fundamental analysis, modern portfolio theory, and quantitative methods, and often implements investment strategies through third-party advisers and SEI’s platforms.