A complete list of active advisors currently associated with BDM Investments, Inc.

Warmer can help you find a great advisor at BDM Investments, Inc. or one who fits your needs even better.

BDM Investments, Inc. provides discretionary investment supervisory services to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities, managing roughly $44 million across about 40 client accounts. Its service offerings include portfolio management, asset allocation via a third‑party platform (Savant Wealth Management), and retirement plan/401(k) support. The firm follows a long‑term, Modern Portfolio Theory–based approach that emphasizes asset allocation and the use of passive vehicles such as ETFs and mutual funds, including institutional‑class funds available through Savant. It prepares investment policy statements, monitors accounts regularly, and delivers quarterly reporting through its custodian and Savant’s reporting tools. BDM is affiliated with an accounting and consulting firm, Cantrell & Associates, PC; the adviser’s representative spends approximately 85% of his time with that accounting practice and about 15% on investment advisory work, and the adviser states its investment services are offered as a benefit to the accounting firm’s clients. The firm also relies on Savant for portfolio management, trade processing and back‑office functions, and discloses periodic due diligence of service providers that use artificial intelligence components.

To learn more about the advisors currently working at BDM Investments, Inc., 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.