BFA Wealth Management
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
745 Atlantic Ave Fl 8, Boston, Massachus...Phone Number
(800) 774-6965Website
www.bfawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About BFA Wealth Management
BFA Wealth Management is a fee-only fiduciary advisory firm that specializes in helping high-income professionals, particularly in the technology, biotech, and healthcare sectors, simplify their equity compensation and build lasting financial freedom. The firm provides tailored strategies for managing complex equity grants, optimizing tax efficiency, and coordinating investments. Their clients include engineers, scientists, and executives who seek to make informed decisions regarding their wealth and financial planning. BFA Wealth Management emphasizes a personalized approach, ensuring that every recommendation aligns with the client's best interests.Explore more
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BFA Wealth Management is a fee-only fiduciary advisory firm that specializes in helping high-income professionals, particularly in the technology, biotech, and healthcare sectors, simplify their equity compensation and build lasting financial freedom. The firm provides tailored strategies for managing complex equity grants, optimizing tax efficienc... Read More
