At the end of last year, we mentioned big news on the horizon. Today, we get to announce it! Our financial planning and wealth management practice has a new name: BFS Advisory Group.
Change is all around us these days, and we expect that to continue. From technology to tax legislation to market influences and news cycles, we know that rapid change is part of our industry for the foreseeable future.
Given all this, you could ask: why add more change?
Good question. In 2020, the SEC passed a ruling that changed what an “advisor” really is. In the SEC’s mind, an advisor must be licensed (Series 65 or 66) and must act as a client fiduciary. Since we have always operated this way, and since licenses and certifications are something to be proud of, we decided to rebrand with “Advisor” in the title of our name. In short, we want people to know we are advisors with a fiduciary responsibility, so we put it in the title.
Our team values the financial planning process and deeply believes in a holistic approach to financial decisions. Combined with the licensing noted above, we have built a team to include CFP and CFA designated professionals to serve our clients with the high level of knowledge and care that they deserve and have come to expect. From this base, we will continue to expand our capabilities so we can bring deeper and more diverse experience and skills to our clients.
Our philosophy and services will not change. We maintain an unwavering commitment to act as fiduciaries and stewards of wealth for our clients, who tend to be successful families, business owners, or women. The common thread is that they want to invest to have the life they want, and to be confident about their financial decisions. And we will be right next to them, designing strategies to help them pursue their financial goals.
What will change: our phone number, our email addresses, our website and our letterhead. Please update our contact information in your files. Please also bookmark our new website. We will communicate upcoming events and information on the financial markets and strategies on our Latest Insights and News pages.
We thank you for being part of the Brennan Financial Services community and look forward to our bright future together as BFS Advisory Group. Please contact us if you have any questions.