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Your Life. Well-Crafted.

Get Guidance to Your Financial Destination

You’ve worked hard for your money. Isn’t it time your money worked hard for you? At BCM Advisors, we take a focused approach to protecting and growing wealth, so you can focus on what matters most — living your ideal  life.

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It’s Not Guesswork. It’s BCM Advisors.

<strong>We Value Clarity</strong>

We Value
Clarity

Transparency and accountability will always be the heart of what we do. With us, you’ll know exactly what your money is up to and how we think it can work for you.

<b>We See the Big Picture</b>

We See the
Big Picture

Ready to take a holistic approach to wealth management? Personalized plans that bring together every aspect of your life are our bread and butter.

<strong>We&#8217;re Your People</strong>

We're Your
People

As trusted members of your community, we believe your success is our success. Our advisors will prioritize your interests, dreams, and the welfare of your family.

Our Personal Advisory Services

Legacy Planning

Set your financial heirs up for success with a plan for transferring and managing your estate.

Tax Planning

Take on tax season with tax-efficiency strategies, opportunities, and legislation monitoring.

Cash Flow Consulting

Optimize your personal savings and spending habits with guidance from our professionals.

Retirement Consulting

Start your next chapter with retirement and social security optimization strategies built just for you.

Investment Management

Invest with confidence using our portfolio optimization support, risk/return analysis, stock option strategies, and more.

Asset and Risk Protection

Identify risks for your personal assets and income and determine appropriate, yet cost-effective insurance amounts for your needs.

Our Business Advisory Services

Financial Statement Analysis

Support key business decisions with ratio & trend analysis and KPI identification by our team of trusted advisors.

I.T. & Data Protection Consulting

Protect your digital business assets with technology assessment and cybersecurity risk consulting.

Risk & Insurance Consulting

Our team can help you identify risks, legal requirements, and insurance solutions unique to your business.

About BCM Advisors

For nearly 40 years, BCM Advisors has been supporting individuals and their businesses in the Acadiana community. Our business is built on four core tenets: simplicity, honesty, excellence, and responsiveness. We instill trust in all our clients’ financial decisions by working hand-in-hand with them as counselors, using our hard-won financial knowledge to advocate for their lifetime goals.

As a result, we empower every client to live the life they deserve, backed by the peace of mind that BCM Advisors and their money are working hard for them.

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Our Latest Insights

Want to think like a wealth advisor? Check out the latest news and insights from our financial management team.

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Is the Stock Market Too High?

In less than three months, the S&P 500 has broken through five market high milestones on five separate occasions1. As prices continue to climb, investors have become concerned that the stock market is too expensive.  As of March 25, 2024, the S&P 500 costs approximately 28 times the earnings it produces.  Compared against the long-term average (1871 – 2023) of 162, investors might be thinking twice about investing in the stock market. 

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Attention Business Owners:  Reporting Requirements for the Corporate Transparency Act

In 2021, the Corporate Transparency Act became law, requiring many business owners to submit additional information on the company and its beneficial owners to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Treasury Department.

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2024 Retirement Plan Contribution Limits

As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max out your 401(k) or IRA, your regular contributions should be updated to account for the latest increase in limits by the IRS. The contributions amounts have increased, as well as the phase out limits for IRA contributions.

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“We put our clients first by being ready, willing, and able to help them. It’s the biggest reason we do what we do.”

- George W. Holland, IV,
Member & Director of Advisor Services

“We put our clients first by being ready, willing, and able to help them. It’s the biggest reason we do what we do.”

- George W. Holland, IV,
Partner and Director of Advisor Services

“Nervous energy is a great destroyer of wealth.”

– Joseph "Bo" Billeaud, Founder & Chief Investment Officer

“My job as a wealth  manager  is  to make sure our clients capital is put to the best use for their lives: to create additional value, to support their financial decisions, to care for their family that depends on them as the next generation. In short, at BCM, we focus on what the right thing financially is for you.”

– Erin Despot McMenemon, CFA®,
Chief Growth Officer

“Our client’s goals are our goals. Nothing gets us more excited than helping clients confidently navigate financial decisions for achieving financial success.”

– Montgomery Gossen, CFP®,
Director of Financial Planning

“‘You miss 100% of the shots you don’t take – Wanye Gretzky’ – Michael Scott”

- Jonas Lowery, CFP®, Wealth Advisor

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Where Will Your Planning Take You?

Enjoy a life well-crafted with advising that fits your goals. Reach out to our team of trusted advisors today and take control of your financial future.

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