BCWM Personal and Institutional Wealth Management. Where lifestyle and legacy are managed with care. We take pride in providing our clients peace of mind.

BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management is approximately $665 million (as of January 2026). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals.

05/26/2026
Trouble in the Middle East has caused oil to double in days, shaking markets. Investors are watching closely, but it’s a...
03/23/2026

Trouble in the Middle East has caused oil to double in days, shaking markets. Investors are watching closely, but it’s a setup we’ve seen play out before. Read more in the latest from BCWM.https://www.bcwm.com/wp-content/uploads/2026/03/03-OIL-OIL-OIL.pdf

⚖️ The Supreme Court just threw $130B of tariffs into legal limbo . . . while AI is throwing parts of the stock market i...
02/26/2026

⚖️ The Supreme Court just threw $130B of tariffs into legal limbo . . . while AI is throwing parts of the stock market into turmoil. Read all about it in our latest investment commentary, “Checks and Balances.”
https://www.bcwm.com/wp-content/uploads/2026/02/02-Checks-and-Balances.pdf

BCWM is pleased to announce that Jennifer Barker has successfully completed the requirements to obtain her CFP® certific...
02/13/2026

BCWM is pleased to announce that Jennifer Barker has successfully completed the requirements to obtain her CFP® certification, an important milestone in her professional development.

Currently, Jen supports our clients by managing key operational and service-related tasks, to help ensure a smooth and efficient client experience. Earning her CFP® reflects her commitment to expanding her knowledge and skills within BCWM and the financial planning profession.

While she is not yet serving in an advisory capacity, Jen aspires to become a wealth advisor and continues to build a solid foundation through hands-on experience and sustained development in financial planning.

“Jen’s achievement is a testament to her work ethic, and it enhances the expertise we are able to offer our clients. Her tenacity and mastery exemplify our core value of continuous improvement, and this impressive distinction reflects our commitment to being a preferred destination for professionals with an eye to career development,” says CEO Eric Clark.

Please join us in congratulating Jen on this accomplishment.

If you’re tempted to put every nickel into gold and silver right now . . . history suggests taking a breath first. Read ...
02/06/2026

If you’re tempted to put every nickel into gold and silver right now . . . history suggests taking a breath first. Read more in our latest investment commentary.
https://www.bcwm.com/wp-content/uploads/2026/02/02-Putting-Every-Nickel-Into-Gold-And-Silver.pdf

Address

14221 Metcalf Avenue Suite 201
Overland Park, KS
66223

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19136852300

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