A complete list of active advisors currently associated with BMMS Wealth Advisory LLC

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

BMMS Wealth Advisory is a referral-focused advisory firm that serves individuals and businesses by connecting them with third-party wealth managers for ongoing portfolio management. The firm does not manage client assets, hold custody, or bill clients directly on a percentage-of-assets-under-management basis; instead it assists with onboarding and provides ongoing tax and planning coordination alongside the selected manager. The firm’s process centers on due diligence and manager selection: it evaluates candidate managers’ track records, systems, fees, and conflicts before recommending one or more options and continues to monitor those managers on clients’ behalf. BMMS Wealth’s advisers are also licensed accountants and routinely integrate tax and accounting perspectives into client meetings and planning alongside the chosen wealth manager. What is distinctive is the firm’s close affiliation with an accounting practice and indirect ownership ties to a holding company that in turn owns one of the recommended wealth managers; that relationship and the resulting referral incentives are disclosed and described in the brochure. Unlike most supported firms, BMMS does not provide portfolio management itself or collect client AUM fees, and it relies on referral arrangements with outside managers for its compensation while emphasizing alternative, unaffiliated options for clients.

To learn more about the advisors currently working at BMMS Wealth Advisory 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.