BCJ Financial | About BCJ Financial Group
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We would like to thank you for taking the time out of your busy schedule to learn more about our firm. We understand that making the decision to re-align your business with a new firm is not a light decision to make.

 

However, if you are questioning whether your best interests, and those of your clients, could be better served by a new affiliation – you are one of a growing number of independent-minded advisors who realize that in order to achieve true independence, and to provide an unlimited range of solutions to their clients, a change must be made.

 

You may be wondering, “Will my clients follow me? How long will it take to get back up to speed? Do I even know what I need to ask in order to choose the right  partner?”

 

As a firm who is leading the way in attracting and retaining advisors, we know that the burden of a transition can be daunting – even for top-level producers. In response to these questions, and so many more, we encourage you to browse through this comprehensive website, to learn more about our firm and our unparalleled offering.

 

We will be here for you, aspire to understand and value your business priorities and goals – and to provide you with the support and service you need to propel your business forward.

 

WE ARE INDEPENDENT

We offer our advisors the freedom and independence to recommend products and services to best serve the needs of their clients. This allows our advisors to continuously strive to operate at the fiduciary level.

WE ARE INNOVATIVE

Together as advisors, we collaborate to find customized solutions and strategies to reach the goals of our clients. We also partner with multiple financial institutions and professionals to develop creative products and services.

WE ARE ADAPTIVE

BCJ quickly adapts to product, regulation, and economic changes. This allows advisors to stay competitive and provide cutting-edge solutions for their clients.

WE ARE COMPREHENSIVE

As an independent firm, BCJ has strategic partnerships and alliances, giving advisors an extensive range of products and services, not accessible to most advisors.

WE ARE COMPETITIVE

In addition to our exceptional support services, we offer some of the highest payouts available in the industry.

Justin Young, CEO

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Kevin Bauer, CFP® ,ChFC, CLU
President

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Ben Bimson, CIMA®
Chief Investment Officer

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Stephen Captain, CFP® ,ChFC, CLU
Vice President

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Start your journey with BCJ.