Bfa Wealth Management

bfa wealth management provides collaborative, interactive financial planning and investment management services tailored to the intricacies of our clients’ lives in a way that can only come from deep knowledge and true relationships. we are a fee-only advisor, compensated only by our clients for services including investment planning, retirement planning, financial planning, and tax & estate planning. this approach ensures that our strategies and advice are influenced by no agendas other than your own. we augment our client relationships with powerful, intuitive technologies designed to make the process of securing your financial future enjoyable and empowering. our unique approach, in concert with our expertise in managing risk and handling concentrated positions of employer stock, makes us a great partner for individuals employed in the healthcare, technology, energy, biotech, and defense industries. want to learn more? contact bfa wealth management today. let’s talk.