A complete list of active advisors currently associated with BCS Wealth Management, LLC

Warmer can help you find a great advisor at BCS Wealth Management, LLC or one who fits your needs even better.

BCS Wealth Management is a team-based registered investment adviser managing roughly $987 million for about 824 clients, serving individuals (including high‑net‑worth clients), trusts, corporate retirement plans, charitable organizations, and business owners. The firm provides ongoing portfolio management, written financial planning, separately managed accounts, 529 plan servicing, and fiduciary retirement‑plan consulting under both ERISA §3(21) and §3(38) engagements. The firm’s client process begins with information gathering to create a Financial Profile and Investment Plan, and it implements portfolios primarily using diversified no‑load mutual funds and ETFs, SMAs, and, for accredited clients, alternative investments. BCSWM manages accounts on discretionary and non‑discretionary bases, uses Charles Schwab as its primary custodian while also overseeing held‑away accounts through a third‑party platform, and reviews client accounts at least annually. A noteworthy aspect of BCSWM is its corporate affiliations: the firm traces its origin to partners of the accounting firm Blackburn, Childers & Steagall, PLC and discloses ownership ties to First Covenant Trust & Advisors, a South Dakota–chartered trust company; these entities are presented together under the Still Waters Family Office offering and are identified as potential sources of referral and conflict of interest. The brochure also discloses other referral and affiliation arrangements (insurance referral commissions and certain employees registered with a broker‑dealer) and describes related policies such as surprise examinations where affiliates act as trustee or executor.

To learn more about the advisors currently working at BCS Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.