Who We Are
We are a community of more than 135 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.
We believe in delivering holistic, transparent, evidence-based advice.
We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
We believe that doing what’s best and doing what’s right should be one and the same.
Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’.
That is not how it works within the BAM ALLIANCE.
We believe that by putting our clients’ interests first, we achieve more together.
What we started in 1997 has grown significantly over the years as investors have sought refuge from the turbulence of the financial markets and the traditional practices of many Wall Street firms. Attracted to our independent advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 22,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country. In the aggregate, the total number of assets under management or administration as of December 30, 2020 for BAM, including the Loring Ward offering, was $38.89 billion.