BPC Advisors

Our Vision: Empowering Financial Success Through Collaboration and Expertise

BPC Advisors emerged in 2016 as an independent Registered Investment Advisory (RIA) firm driven by the vision of fostering financial security for individuals and families. We firmly believe that financial success is not just about numbers; it's about building a strong foundation for the future through informed planning and strategic investment management.

Our Team: Experienced Professionals With Deep Financial Expertise

Our team comprises seasoned professionals, each armed with diverse experience and credentials. Led by Douglas R. Burns Jr., CFA, CFP, CPA and Geoff Wells, CFP, we are dedicated to providing personalized guidance and comprehensive financial solutions tailored to each client's unique needs and goals.

Our Approach: A Collaborative Framework for Financial Success

Building a sound financial plan requires more than just numbers and calculations. At BPC Advisors, we prioritize collaboration and open communication to create a robust framework for successful financial decisions. Our process involves:

• Understanding Your Financial Situation: We conduct a comprehensive review of your financial circumstances, identifying potential risks and opportunities.
• Developing a Personalized Plan: We work with you to set specific financial goals and create a customized plan to achieve them.
• Ongoing Collaboration: We prioritize regular communication and review your plan to adapt to changing circumstances and market conditions.

Comprehensive Services Offered

• Investment Management: We tailor your portfolio to your individual risk tolerance and financial goals, utilizing low-cost, market-tracking investments.
• Tax Planning: We leverage multi-year tax planning strategies to optimize your after-tax return and minimize tax liabilities.
• Financial Planning: We develop a holistic financial plan that encompasses all aspects of your financial life, including retirement planning, estate planning, and insurance needs.
• Retirement Planning: We guide you in maximizing your retirement accounts and investments, ensuring a secure financial future.

Focusing on Your Financial Confidence

At BPC Advisors, we believe financial success is about more than just numbers. Our ultimate goal is to empower you with the knowledge, confidence, and security to achieve your financial goals and live a fulfilling life. We are committed to providing exceptional client service, open communication, and tailored solutions to help you build a prosperous future.