Get Solutions for Your Business — Not Someone Else’s
BKLM’s mission is to provide advisors and financial services companies with a customized consulting experience to meet and exceed individual goals. With over 75 years of combined experience in the financial services industry, we know the business inside and out, which is why so many firms and advisors put their faith in us. Whether you’re an advisor looking to go independent, or a firm interested in an acquisition, our intimate knowledge of the industry can help guide you every step of the way.
Diversity is key when working with a broad range of advisors and firms, which is why our staff comprises professionals experienced in wealth management, talent recruiting, valuation, and more. The result? Whatever the area in which you need assistance or guidance, BKLM will deliver the results you require.
Remember, no two situations are the same. You need a highly personalized consulting experience, not a one-size-fits-all solution. Contact BKLM Financial Services Consulting today to discuss your needs!