BFS Wealth Management Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

BFS Wealth Management is an independent investment management office based in Iselin, New Jersey. The firm emphasizes putting clients’ interests first and offers personalized financial planning solutions that focus on what matters most to the client, augmented by a strong foundation of financial education and experience. With a small team, BFS positions itself as concierge-level financial guidance, underscored by professional credentials including CFPs, a CPA, a CIMA, and advanced degrees in financial planning and business administration. The arrangement notes that securities are offered through Raymond James Financial Services, Inc., and that BFS Wealth Management operates independently of Raymond James Financial Services, with advisory services provided through affiliated Raymond James entities. This reflects a structure where clients receive independent guidance supported by the resources and regulatory framework of a larger financial services network.

Sign up for free to view info

Company overview Email format