Blackhawk Wealth Advisors, and its affiliate investment divisions - ERPE & BAM, provides strategic wealth planning, investment planning, individual stock research and an in depth "risk/reward" analysis of existing investment accounts. John Gardner, CFP®, CPM®, Blackhawk Wealth Advisors' founder and Chief Investment Officer, offers high net worth investors experienced investment portfolio management based on a disciplined methodology. ERPE's time-tested Top 10 Tenets guide the investment process to achieve "Portfolio Optimization": Reducing risk without sacrificing return, which are implemented and managed by BAM (Blackhawk Asset Management).
Whether you are seeking guidance a comprehensive plan for your wealth preservation, a long-term investment plan or you are due for a "checkup" of your existing investment plan, Blackhawk Wealth Advisors' 35 years of experience can help you.
John Gardner, CFP®, CPM®
John is a Certified Financial Planner® and Certified Portfolio Manager®. He began his career as an investment advisor professional in 1984. For 35 years, John has researched stocks, managed equity portfolios and provided strategic investment and wealth planning advice to hundreds of individuals, families and businesses. John founded Equity Research & Portfolio Evaluation, Inc. (ERPE) in 2001 to provide independent equity research and an unbiased evaluation of investment accounts to high net-worth families. John has worked closely with employees and executives to prepare for retirement and develop post-retirement investment plans. He is dedicated to providing comprehensive investment advice and management to individuals consistent with their risk tolerance and objectives to enable them to achieve their investment goals.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 4125 Blackhawk Plaza Circle,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- San Francisco.
- HQ
- Danville, California
Blackhawk Wealth Advisors, Inc Questions
Blackhawk Wealth Advisors, Inc's website is https://blackhawkwealthadvisors.com/
Blackhawk Wealth Advisors, Inc's LinkedIn profile is https://www.linkedin.com/company/erpeinc
Blackhawk Wealth Advisors, Inc has
2 employees.
View email and phone details for 2
employees at Blackhawk Wealth Advisors, Inc.
Blackhawk Wealth Advisors, Inc's industry is
Investment Management
Blackhawk Wealth Advisors, Inc's top competitors are
Roman Financial Services,
Xl Equity,
Wells Fargo,
Capstone Investment Financial Group,
Masswell Holdings,
Goldin Wealth Management,
Four Corners Wealth Partners,
Roban Financial,
Peninsula Wealth, Llc,
Focused Alpha Wealth Management.
Blackhawk Wealth Advisors, Inc's categories are Investment Management
Blackhawk Wealth Advisors, Inc's founding year is 2001
