300 Welsh Rd,
Building 1, Suite 100,
Built on a tradition of trust with a mindset to serve, our first priority is helping you take care of yourself and your family. We designed the process of establishing a relationship with BWM to be straightforward and simple. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Call 215-830-1450, or fill in the form below, to schedule a free appointment today and we will help you pursue your best quality of life. We have created a smooth process that includes initiating regular review meetings to keep you, our client, both informed and empowered on your financial journey.
First, we listen. We are able to help you reduce anxiety around all things financial by having our first conversation about your goals and needs.
The whole picture is important to get to know each other, and we start by understanding your current situation and your aspirations for the future.
There is no charge for the first meeting!
Whether you are on the west or east coast, you can meet us from anywhere in the US*. Through face-to-face video conferencing, phone, or in person, we are available to review your personal plan.
Once you are a client, you will be able to access your account information 24 hours a day, seven days a week via our Client Login Center.
* A list of licensed states is at the bottom of this page.
After our first meeting we will analyze and evaluate your current financial status. Everybody has a different situation, so we don't quote a flat fee. Sometimes people don't need a complete financial plan, and are just looking to solve specific problems. We will review all fees before we get started. We are here to help!