Assistance For Financial Professionals

At BCI Wealth & Asset Management, we leverage more than 32 years of experience to help entrepreneurial financial advisors establish successful businesses to which they can offer truly independent financial advice. We pride ourselves on delivering a client experience that is defined by the highest caliber of character and morals. We offer unparalleled support at the local and firm level to help advisors deliver productive, high caliber client engagement and growth. No matter the experience level, our access to a comprehensive range of award-winning products and platforms available through NEXT Financial Group, Inc.  will help you grow your business in an effective and scalable manner that focuses on putting the client first.

We provide transition assistance including office space, administrative assistance and account transition assistance for financial professionals who may not yet be independent, but have been considering making a transition. We also provide transition assistance to those who are already independent but may be seeking to make a change.

          Tim Buchanan

   President/Managing Partner     

 BCI Wealth & Asset Management