We're committed to helping our clients plan for their financial security.
Our mission is to inspire our clients in making informed financial decisions through education, communication, and service which exceeds their expectations.
BMWA's primary practice is with professionals, families, and small business owners, whom we partner with in the strategic placement of their assets to help protect against future taxes, inflation, and unforeseen events. We provide quality investment planning guidance to every client on an individualized basis. Our structure of partnerships with CPA's and attorneys allow us to quickly and cost-efficiently help solve even the most complex issues as they may arise for each client's unique situation.
Nurturing our most valuable assets - relationships.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There’s a link between debt and stress.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A look inside the U.S. government's statistics on household net worth.
There are four very good reasons to start investing. Do you know what they are?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
What can be learned from the savings rate?
Earnings season can move markets. What is it and why is it important?
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.