BBM Financial Services is full-service firm, offering financial planning, wealth management, corporate retirement, and insurance services. Each BBM financial advisor is a fiduciary, which means clients can take comfort in knowing that their services are being provided with utmost transparency and integrity and that their best interest is held above all else. BBM advisors represent more than 100 years of combined expertise and hold a number of the most prominent designations in the industry, including the Accredited Investment Fiduciary®, Certified Plan Fiduciary Advisor®, CERTIFIED FINANCIAL PLANNERTM, and Certified Public Accountant licenses.
BBM’s approach individual wealth management a bit differently than larger, bank driven advisors. Each client is unique, which means their financial plan and portfolios are unique as well. We tailor made each portfolio based on in depth discussion with the client, coaching at each step along the way to ensure the client understands their personal plan.
In the corporate retirement plan space (401(k), 403(b), Pension, etc.) our clients benefit from our affiliate network of more than 450 retirement plan consultancy firms, representing more than 40,000 individual retirement plans and over $450 billion in retirement plan assets. This means that our clients gain access to world-class institutional investment management, fiduciary support and retirement plan specific legal expertise.
BBM advisors are stewards of their communities, serving in key positions in numerous local non-profit boards and service clubs. We are passionate about the Yakima Valley and passionate about the people in it.
We love sharing our story, please contact us today to learn more!