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BCM Wealth Management

About BCM Wealth Management

BCM has extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans - 401(k) and 403(b). In 2020 BCM became the FIRST and ONLY Delaware Investment Advisor to earn the prestigious CEFEX certification. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve your long term goals.

Min project size

50,000+

Hourly rate

50 / hr

Employees

8

Locations

United States

Year founded

Founded 1996

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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