CREATING peace of mind and financial independence by protecting and growing your wealth

ATTAINING your goals and the best future performance given risk and liquidity requirements

PROVIDING long-term investors with financial advice and consulting services


We answer your questions about stocks, bonds, mutual funds, insurance products and risk management. BFM’s continuing education, independent advice, disciplined process, and diversification of expertise will help you achieve your long-term objectives.

BFM demystifies wealth management, helps you make informed decisions, and offers a full analysis of your financial future.