A complete list of active advisors currently associated with BCWM

Warmer can help you find a great advisor at BCWM or one who fits your needs even better.

BCWM provides investment supervisory services and financial planning to high-net-worth individuals and families as well as endowments, foundations, trusts, estates, charitable organizations, profit sharing plans and corporations. The firm combines discretionary portfolio management with broader financial planning and non‑securities advice, and managed approximately $665 million in client assets with a seven‑advisor team as of 12/31/25. The firm outlines client objectives through an Investment Policy Statement and applies asset allocation and diversification as core tools, using charting, fundamental, technical and cyclical analysis supported by a Bloomberg terminal. BCWM executes a range of strategies—including long and short purchases, margin transactions and option strategies—and provides ongoing rebalancing and periodic account reviews with performance reports delivered quarterly, semi‑annually or annually. BCWM’s brochure emphasizes a substantial focus on financial planning (50% of its advisory services) alongside investment management, a mix that distinguishes its service mix from many peers that concentrate more heavily on portfolio management. The firm also documents regular client presentations and reporting, and notes that although it does not charge transaction fees, custodians may assess transaction fees or commissions—operational details and client education offerings that are less common among similar team firms.

To learn more about the advisors currently working at BCWM, 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.