Company Management

BCM Wealth Management

Investment Management Wilmington, Delaware, United States 5 employees

Employees: 5
Contacts: 1
Emails: 1

biddlecapitalmanagement.com LinkedIn

BCM Wealth Management Overview

Headquarters: Wilmington, Delaware, United States
Website: biddlecapitalmanagement.com
Industry: Investment Management
Employees: 5
Founded: 1996
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Retirement Plan Management Model Allocation Portfolios Participant Education Fee Disclosure 408(b)2 - Sponsor Fee Disclosure 404(a)5 - Participant Fee Benchmarking and RFP Estate Counseling 401k 403b Fiduciary Financial Planning

About BCM Wealth Management

BCM has extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans - 401(k) and 403(b). In 2020 BCM became the FIRST and ONLY Delaware Investment Advisor to earn the prestigious CEFEX certification. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve your long term goals.

BCM Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

BCM Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
G David Biddle, Aif (R)	Wealth Manager Specializing in Fiduciary Management for Retirement Plans and Individuals - Cefex Certified Advisor	Wilmington, Delaware, United States	View
George Jones	Financial Consultant, Tax Consultant, Retirement Coach		View
Kim Astin	Senior Wealth Advisor at Shepherd Financial, Llc	Chadds Ford, Pennsylvania, United States	Email