Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
717.771.0077
96 South George Street
York, PA 17401
At The BF Wealth Management Group, we guide generations of clients toward meeting meaningful goals for themselves and the people they love.
The men and women we serve are highly accomplished and want to accomplish more. They include active and retired physicians and other medical professionals, C-suite executives, attorneys, and others who need – and deserve – a comprehensive and seasoned approach to managing their wealth. We are also a trusted resource for families and individuals who have experienced a significant change or loss within their family, as well as endowments whose missions we personally support.
Clients often seek our advice when their lives reach an inflection point – when their wealth becomes too intricate to manage on their own, or they become too busy to manage it day-to-day. Our group also advises clients when critical financial decisions need to be made.
We grew up in York, Pennsylvania, and we continue to make it our home. Our devotion to our clients both here and around the nation is matched by our devotion to our local community. One of our core values is “giving back” – both in time and resources, to our community through various charitable organizations.
As an established team of highly-credentialed advisors, the foundation of our offering is a rigorous, planning-based approach. Not a one-time event, this process is ongoing – so that we can understand the mindsets and motivations of each client as they evolve.
Having managed our clients’ money and emotions amid the volatility of 1987, 2000, 2008, 2020 and 2022, we feel proud that virtually all of those clients remain with us today. We believe that’s due in large part to our determination and ability to mitigate investment risk as part of a comprehensive, long-term strategy that touches every corner of a client’s financial picture.
Regardless of their financial sophistication, level of wealth, age, or life stage, we are as committed to our clients’ success as they are. In each relationship, we recognize the roles we play and the trust we must earn. It would be our privilege to put your wealth to work and your goals within reach. We ask for the opportunity to accompany you on your journey.
At The BF Wealth Management Group, we provide a planning-based approach whose depth and breadth clearly distinguishes our practice and the enduring benefits that clients can enjoy.
As active listeners, we will encourage you share both where you are now in life, and the destination you desire to reach. By empowering our clients through empathy to feel confident in their decisions, our goal is to become your “go-to” resource and sounding board for a vast range of circumstances and decisions.
We recognize that your life experiences and attitudes toward wealth are unique. That’s why we don’t make assumptions. Instead, we make time to appreciate who you are, how you think, and what’s on your mind. First, however, we will decide together if we’re a good fit for you, and vice versa. Given our highly personalized, multi-faceted process, we want to be sure you can benefit from it.
In early discussions with you (and your spouse or partner) – and over the course of our relationship – we will listen and ask questions: “Tell us about yourselves and your family. When you look at your financial plan, do you think you’ll have enough for what you want? Is more coming in now, or going out? Where do you call ‘home’ now, and later? What’s your experience managing money? What’s working and what’s not? Why are you here – and why now? How can we help?”
We believe that your financial success and personal satisfaction are predicated on our ability to cultivate an intimate understanding of your situation, mindset, and motivations. Our process must begin with you.
As a client of The BF Wealth Management Group, you can expect that we will:
Here are the goals we hear most often from clients. Perhaps yours are similar:
In addition to your goals, we will look for “holes” in your financial picture – areas that might not be as developed as they could be. We will ask about your trusts, wills, and other important provisions. Estate planning is another area in which we focus intensely and have extensive skills. When appropriate, we coordinate closely with clients’ CPAs and attorneys to “marry their goals” with tax-minimization and estate planning strategies that allow for optimal results.
Only after these critical steps, will we ask about – and examine – your investments and other assets. We will also analyze your personal and professional liabilities, how you manage debt, and opportunities for you to improve cash flow.
Our clients’ achievements have led to wealth and opportunity. It is incumbent upon us to help manage both, responsibly and in the most respectful manner.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2022, 2023 and 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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