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BCM Wealth Management - A Shepherd Financial Partner logo

BCM Wealth Management - A Shepherd Financial Partner Employee Directory

Investment ManagementDelaware, United States2-10 Employees

BCM Wealth Management – A Shepherd Financial Partner operates in the investment management sector, offering fiduciary-level guidance for individuals, endowments, and ERISA-governed retirement plans such as 401(k) and 403(b) programs. The firm emphasizes unbiased, long-term, goal-oriented advice delivered through independent financial guidance. Based in Wilmington, Delaware, BCM presents itself as a small, specialized practice with a focus on fiduciary stewardship and independent advisory services. The company holds a credentialed stance within its field, highlighted by the attainment of a notable certification in 2020, underscoring its commitment to professional standards in investment oversight.

Find BCM Wealth Management - A Shepherd Financial Partner employees' phone numbers or email addresses

BCM Wealth Management - A Shepherd Financial Partner Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

BCM Wealth Management - A Shepherd Financial Partner's Leadership

  • Stylized image of a person
    V. B.
    Vice President Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Practice Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Other Information Systems And It Technology Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. G. A.
    Financial Planning Associate
    Phone icon
    Mobile Phone

BCM Wealth Management - A Shepherd Financial Partner Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from BCM Wealth Management - A Shepherd Financial Partner

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    V. B.
    Vice President Of Operations
    Phone icon
    Mobile Phone
    Jul 24, 2026
  • Stylized image of a person
    S. H.
    Practice Manager
    Phone icon
    Mobile Phone
    United KingdomEngland
    Sep 09, 2025
  • Stylized image of a person
    D. S.
    Other Information Systems And It Technology Professional
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    T. G. A.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is BCM Wealth Management - A Shepherd Financial Partner known for?

Minus sign iconPlus sign iconBCM Wealth Management - A Shepherd Financial Partner was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-888-369-****
. Explore BCM Wealth Management - A Shepherd Financial Partner's company overview page for more information.

What is BCM Wealth Management - A Shepherd Financial Partner's most common email format?

Minus sign iconPlus sign iconBCM Wealth Management - A Shepherd Financial Partner employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BCM Wealth Management - A Shepherd Financial Partner email formats with LeadIQ.

How many employees does BCM Wealth Management - A Shepherd Financial Partner have currently?

Minus sign iconPlus sign iconBCM Wealth Management - A Shepherd Financial Partner has approximately 4 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are BCM Wealth Management - A Shepherd Financial Partner's key employees and leadership?

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As of July 2026, BCM Wealth Management - A Shepherd Financial Partner's key employees include:

  • Vice President Of Operations: V. B.
  • Practice Manager: S. H.
  • Other Information Systems And It Technology Professional: D. S.
  • Financial Planning Associate: T. G. A.

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