About BKM Wealth Management

BKM Wealth Management is a family-run, fee-only, registered investment adviser (RIA) providing financial planning, investment management and financial advisory services to a select group of individuals, families, and business owners.

We take pride in providing personalized service to our clients and acknowledge that we are held to a fiduciary standard of care. We are obligated to put our clients' interests first.



BKM was founded by two family teams of experienced financial advisors with the shared mission to positively impact the lives of our clients.

Whether you're in the early stages of building wealth or facing complex retirement or estate-planning choices later in life, we're ready and equipped to help you make decisions for your future.