A registered investment advisory firm based in Overland Park, Kansas. It manages about $665 million for roughly 378 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Commissions on some products
Typical client size ?$1.76 million
Assets under management ?$665 million
Individual clients378
Median years of experience18
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publicationsEducational seminars and workshopsOther services
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Call the main office at 913-685-2300. The main office is at 14221 Metcalf Ave Suite 201, Overland Park, KS 66223.
How is BCWM paid?
The firm reports being paid by a percentage of the assets they manage, commissions on some products. Ask for your total yearly cost in dollars.
What services does BCWM offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Newsletters and publications, Educational seminars and workshops, Other services.
How many advisors work at BCWM?
We list 7 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.