A complete list of active advisors currently associated with BPP Wealth Solutions, LLC
Warmer can help you find a great advisor at BPP Wealth Solutions, LLC or one who fits your needs even better.
BPP Wealth Solutions, LLC is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides financial planning through its trademarked Security Income Planner® process, discretionary and non‑discretionary investment management, and supplemental services such as family office bookkeeping and bill‑pay. BPP’s investment approach emphasizes asset allocation, diversification and limiting volatility, typically allocating client assets among Independent Managers as well as mutual funds, ETFs, individual securities and options. The firm tailors portfolios to each client’s risk tolerance and time horizon, monitors accounts at least quarterly, and may recommend privately placed securities to qualified accredited investors when appropriate. The brochure discloses several affiliations and business activities that distinguish BPP from many peers: it is under common control with BPP Risk Solutions, Inc. (an insurance agency), certain supervised persons are registered representatives of Mutual Securities and licensed insurance agents who may receive separate commissions, and the principal holds a membership interest in a real estate investment entity. BPP also provides bill‑pay services that result in custody for some clients and states it undergoes annual surprise third‑party examinations, notes past compensation for referrals, and identifies its Chief Compliance Officer as serving in compliance roles at other SEC‑registered advisers.
To learn more about the advisors currently working at BPP Wealth Solutions, 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.
You can also browse BPP Wealth Solutions, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Basking Ridge, NJ
| 35
| |
Basking Ridge, NJ
| 4
| |
Boca Raton, FL
| 38
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)