At BCM Advisors, we work with client and family households with $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth generationally through a thoughtful approach.

Our Services

Asset and Income Preservation

Asset and Income Preservation

- Insurance and Risk Mitigation
- Generational Wealth Transfer
- Capital Preservation Strategies

more about the team
Wealth Optimization

Wealth Optimization

- Retirement Strategies
- Cash Flow and Debt Management
- Cost/Benefit Analysis

more about your plan
Investment Planning

Investment Planning

- Portfolio Management
- Stock Option Strategies
- Portfolio Stress Testing

more about the all-weather approach

Our Latest Insights

Thanks, But No Thanks – The Worst Assets to Leave to Your Heirs

Whether it is your goal or not to leave a legacy to your children, grandchildren, or other heirs, the fact of the matter is that virtually everyone will leave some kind of inheritance behind when they pass. And while most heirs would be grateful for any financial tailwind as well as the emotional value that comes with inheriting something from a loved one, some assets are more complicated than others to be passed to the next generation. Here are some of the top offenders:

Read Blog

What Entity Choice is Right for Me?

Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices can be a bit overwhelming. Let’s go through some of the basic advantages and disadvantages of each of the most common entity choices.

Read Blog

Cybersecurity Best Practices

As we reach the end of October, Cybersecurity Awareness Month comes to an end.  Cybersecurity Awareness Month was created 20 years ago as a collaborative effort between government and industry to ensure every American has the resources they need to stay safe and more secure online.  Below are a few tips we thought would be helpful to share:

Read Blog

Sign Up for "Our Thoughts"

Get our latest industry insights delivered straight to your inbox.