BKM Wealth Mangement's Mission is to positively impact the lives of our clients.

How is BKM Wealth Management Structured?

BKM Wealth Management, LLC (“BKM”) is a fee-only, registered investment adviser (RIA) providing financial planning, investment management and financial advisory services to a select group of individuals, families, and business owners.

We take pride in providing personalized service to our clients and acknowledge that we are held to a fiduciary standard of care. We have adopted a Code of Ethics that emphasizes our fiduciary obligation to put our clients' interests first.

What Should You Expect?

Our wealth managment service combines life-long financial planning with ongoing investment management. For planning clients we begin with a rigorous discovery process to determine your individual needs, objectives and risk profile. From that information we will develop and communicate a customized Financial Plan. The Plan, along with market conditions, will dictate how we manage your portfolio. Once the Plan has been adopted and executed, regular reviews of your situation, the Plan, and portfolio are critical to ensure your financial success.