The BAM ALLIANCE Adds Avery Wealth

BAM Advisor Services has partnered with Avery Wealth Inc., making the Jackson, Michigan-based firm a new member of The BAM ALLIANCE.

Founded in 2003, Avery Wealth joined The BAM ALLIANCE in late 2018 and is led by President and CEO Dan Reese, CFP®. The firm provides goals-based financial planning and wealth management solutions for individuals and families, retirees, businesses owners and qualified retirement plans.

Reese’s team includes associate wealth advisor Brent Oliver, CFP®, and client relationship manager Amy Mullins-Rodgers.

BAM Advisor Services is home to The BAM ALLIANCE, a nationwide community of independent, like-minded advisory firms established in 1997, and Loring Ward. Together, they have more than $35.4 billion in assets under management or administration (as of March 31, 2019) and serve more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors located throughout the country.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, The BAM ALLIANCE®

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