A complete list of active advisors currently associated with BMA Advisors, LLC

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

BMA Advisors, LLC provides discretionary investment management for individuals (including high-net-worth clients), trusts, retirement accounts, corporations, charities, and institutions, managing portfolios composed exclusively of publicly traded securities with a focus on growth and income. The firm onboards clients with a comprehensive financial questionnaire and tailors portfolios to stated objectives, time horizon, and risk tolerance. The firm follows an active, value-disciplined investment approach that emphasizes domestic and select international equities, ETFs, government securities, and select mutual funds, relying on quantitative screening and a proprietary 10‑point scoring system to identify undervalued opportunities. Portfolio construction typically combines buy‑and‑hold positions with tactical adjustments and, for suitable accounts, conservative option-writing strategies (selling puts and covered calls) to seek incremental income. Noteworthy for a firm of its size, BMA formerly offered performance‑based “fulcrum” fee arrangements but discontinued those agreements as of December 31, 2025, and has also eliminated a range of financial planning and consulting services effective the same date, narrowing its service scope. The firm operates with a small team of full‑time principals who manage accounts in‑house without outsourcing and who bring substantial broker‑dealer and operational experience to portfolio oversight.

To learn more about the advisors currently working at BMA Advisors, 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.