Wealth Management
Our team of experts will make sure you are on the right track with your finances.
Learn moreInvestments
Help grow your wealth with our personalized services to create an investment strategy, manage your current portfolio, and plan for retirement.
Learn moreIncome & Legacy Planning
Key questions of Income & Legacy Planning must be uncovered. We’ll help you find answers and solutions to those questions.
Learn moreBMA 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
134
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