BCM Wealth Management - A Shepherd Financial Partner Management Team
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BCM Wealth Management - A Shepherd Fi...
Summary
BCM has extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans - 401(k) and 403(b). In 2020 BCM became the FIRST and ONLY Delaware Inv...Show more
Organization Website | bcmwealth.com |
Social Links |   |
Phone Number | 888-369-2261 |
Industries | |
Headquarters Location | 5807 Kennett Pike, Wilmington, Delaware, 19807 US |
Employees Size | 1-10 employees |
Specialties | Investment Management, Retirement Plan Management, Model Allocation Portfolios, Participant Education, Fee Disclosure 408(b)2 - Sponsor, Fee Disclosure 404(a)5 - Participant, Fee Benchmarking and RFP, Estate Counseling, 401k, 403b, Fiduciary, Financial Planning |
Founded | 1996 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at BCM Wealth Management - A Shepherd Financial Partner shows a diverse range of experience levels:
14% for 3–4 years29% for 5–7 years29% for 8–10 years29% have over 11 years of service at BCM Wealth Management - A Shepherd Financial PartnerDiscover More
Contact top employees from
BCM Wealth Management - A Shepherd Fi...
G David Biddle
Founder and President
Valerie Biddle
Vice President of Operations
George Jones
Financial Advisor/Retirement Specialist
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FAQ
BCM Wealth Management - A Shepherd Financial Partner operates in the Portfolio Management industries. More details can be found on the official website: bcmwealth.com.
The headquarters of BCM Wealth Management - A Shepherd Financial Partner are located in Wilmington, United States.
You can contact BCM Wealth Management - A Shepherd Financial Partner by phone at 888-369-2261.
BCM Wealth Management - A Shepherd Financial Partner currently employs 1-10 people.
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