Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. At BMY Wealth Management Group, your best interests come first with our customized financial planning. We won't just make you a roadmap — we will guide you every step of the way.
If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
I've gotten to know Stephanie over the past few years and have always been impressed by her professionalism, reliability, and strong work ethic. She’s responsive, detail-oriented, and a pleasure to work with.
Frequently Asked Questions About BMY Wealth Management Group
What's the best way to request an appointment with one of your financial advisors?
The best way to reach us is via the online form on our website! Simply enter your name, number and email, and we will reach out to you to set up a 15-minute initial consultation to connect you with an advisor.
How old do I have to be to work with a financial advisor?
There is no age limit! As financial advisors, we are here to help you secure your financial future. The earlier you get started, the better!
What financial services do you offer?
We provide financial planning, investment management, tax planning, retirement planning, estate planning, and private client services. Schedule a 15 minute consultation with us on our website!