BC Investment Advisors offers a large firm's breadth & depth with in-house analysts, a powerful trading system, and certified financial planners but with a boutique's feel.
Clients work with a small, dedicated client advisory team that takes a powerfully personal approach to financial planning, wealth management, business consultation, and 401(k) planning.
Our commitment to exceptional client service starts with every qualifying prospect receiving an individualized investment plan before moving forward. This level of customization, transparency, and trust-building has been the foundation on which we founded in 1996, and has remained the core of our business.
As you are choosing a financial services company, you should first fully understand how they get paid. Advisors who receive commissions are salespeople and often operate under a conflict of interest. A financial advisor whose only compensation comes from the client is one whose goals and objectives will naturally align with yours.
An 'Independent' Financial Services Company Is NOT Always:
We have a fiduciary duty when we manage your assets, meaning that your best interests must be given priority. The distinctions of a fiduciary are both ethical and legal, and BC Investment Advisors is proud to live up to that standard.
Both our fee-only and RIA-only Financial Advisor status contribute to the trust that comes when you and your advisor's interests are directly aligned. There are no hidden charges, product biases, or conflicting motivations associated with the investment services or advice we deliver to those who work with us. A primary principle in the firm's founding was that this transparency benefited all our clients.