A complete list of active advisors currently associated with BMSS Wesson Wealth Solutions

Warmer can help you find a great advisor at BMSS Wesson Wealth Solutions or one who fits your needs even better.

BMSS Wesson Wealth Solutions serves individuals, families, high-net-worth clients, trusts, charitable foundations, and institutions with investment advisory, wealth management, financial planning, trust services, held‑away account aggregation, and consulting. The firm operates as a team-based RIA with a multi-advisor model and manages client relationships through individualized investment policy statements and ongoing account monitoring. BWWS’s investment process begins with a fact‑finding interview to document values, objectives, risk tolerance and liquidity needs, then implements strategic asset allocation using mutual funds, ETFs, separately managed accounts, unified managed accounts, and selected private market investments. The firm relies on EverSource’s investment department for model portfolio construction, trading and due diligence and offers values‑based (“Life Impact Stewardship”) options that integrate a Judeo‑Christian framework and, for qualifying clients, access to private market and impact investments. What distinguishes BWWS from many peers is its corporate structure and broader advisory ecosystem: it is wholly owned by accounting firm BMSS LLC and operates with close affiliation and shared personnel with EverSource Wealth Advisors, which supplies platform, trading and subadvisory services. The brochure also discloses several less common practices for a team firm — the firm issues periodicals/publishing and conducts educational seminars and workshops, discloses hypothetical performance for certain model portfolios, maintains more than five offices, and references referral arrangements (e.g., Flourish Cash and remaining client relationships on the Betterment wrap platform) and marketing reimbursements tied to publishing and seminar activity.

To learn more about the advisors currently working at BMSS Wesson Wealth Solutions, 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.