Broker Check

As a fee-only investment advisor we are paid a percentage of the assets we manage for you.


You win, we win.

We charge a percentage of the amount you’ve entrusted us to manage.

Our fees are directly deducted from your investment account.

We’re in this together.

We provide you the services and tools for financial success: customized investment strategy, active portfolio management, and financial education.


We founded BAM on several core values to guide how we work with clients and grow our business. Let us show you how we take your investments personally.


Your peace of mind is our top priority. All of your information is strictly confidential, and we constantly monitor, analyze and implement the latest security.


We understand that working with a new investment advisor can be daunting. We’ve created a simple and streamlined process to get you started.

Quick Start