your financial strategy Starts Here

BMA Advisors is here to ensure you have a plan now and for the future. Serving Individuals, Families, Businesses, and Institutions.

Wealth Management

financial services

Our team of experts will make sure you are on the right track with your finances.

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Investments

investment strategy

Help grow your wealth with our personalized services to create an investment strategy, manage your current portfolio, and plan for retirement.

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Income & Legacy Planning

banking

Key questions of Income & Legacy Planning must be uncovered. We’ll help you find answers and solutions to those questions.

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BMA Advisors

BMA Advisors, LLC is a fee-based California registered investment advisor (RIA). Our primary focus is the safeguarding and preservation of our clients’ capital through the designing and managing of conservative investment portfolios. We do not outsource managers or sub-out accounts.

BMA employs an investment strategy that is value disciplined with a quantitative and qualitative approach; having a strong bias toward the securities of major domestic companies as well as government and municipal securities. We strongly advocate and seek positive cash-flows for our client’s investment accounts. All of our client portfolios are individually tailored to the clients’ financial objectives, suitability, and time horizons with a singular objective of generating absolute returns while attempting to avoid undue idiosyncratic and systematic risk.

“Investing should be more like watching paint dry or grass growing.”

-Warren Buffett

Our Goals

Our goal is to provide the best overall client experience, while helping you achieve your financial objectives. For now and for the future.

Our promise to you

Client focused

Great support & services

Customized portfolios

Easy access to your team

Meet Our Team

Over 30+ years of experience

BMA employs an investment strategy that is value disciplined with a quantitative and qualitative approach; having a strong bias toward the securities of major domestic companies as well as government and municipal securities. We strongly advocate and seek positive cash-flows for our client’s investment accounts. All of our client portfolios are individually tailored to the clients’ financial objectives, suitability, and time horizons with a singular objective of generating absolute returns while attempting to avoid undue idiosyncratic and systematic risk. *The average number of years of financial experience by a BMA Advisory Member is 33.25 years.

100%

Client Focused

126

Members of the BMA Advisory Committee years of Experience

Values

Structured to Ensure our clients are First

Depth

Expertise for Successful Personal Wealth Management and Legacy Planning