Aligning your business, personal and financial goals.
Navigating the complexities of business growth and financial planning is no small task, and that's where we add value. Serving the DFW Metroplex, Texas, and clients nationwide, we specialize in business advisory services, financial planning, and retirement; investment strategies tailored for business owners, ...
Trust in Our Specialized Knowledge
Our team at B|C Wealth Advisors is equipped with specialized certifications that demonstrate our commitment to excellence and expertise in business and financial advisory. These certifications reflect our in-depth knowledge and ability to provide comprehensive, tailored solutions to our clients.
SE-AWMA® – Individuals who hold the SE-AWMA® designation have completed a course of study encompassing qualitative planning, trusts, investments, cash flow, budgeting, tax planning, business planning, estate planning, employee and retirement benefits for high-net-worth sports and entertainment clients. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
CPFA® – The Certified Plan Fiduciary Advisor (CPFA®) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise, and commitment to working with retirement plans. Financial advisors who earn their CPFA designation demonstrate the expertise required to act as a plan fiduciary or help 401(k) plan fiduciaries manage their roles and responsibilities.
CEPA® – A Certified Exit Planning Advisor is a professional who specializes in helping business owners develop a plan for increasing attractiveness, readiness and enterprise value. The CEPA designation is for financial advisors and other professionals (attorneys, business brokers, Certified Public Accountants, etc.) who wish to support business owners with the many areas of exit planning. This program, developed by the Exit Planning Institute (EPI), helps advisors provide comprehensive exit planning solutions to business owners. The Value Acceleration Methodology, a proprietary framework developed by EPI, focuses on three major components: value growth, value protection, and value transfer. The CEPA is the most widely accepted and recognized exit planning program in the world. With this certification, a CEPA can help business owners figure out their goals on a professional, financial, and personal level. CEPA certified professionals have greater knowledge of exit planning than a traditional financial advisor. They can help ensure business owners are prepared in the event of an unplanned event like disability, divorce, or death.
These credentials reinforce our ability to offer specialized, high-level advisory services to business owners, entrepreneurs, and families, ensuring that your financial decisions are backed by trusted expertise.