The BAM ALLIANCE Adds HMV Wealth Advisors

Shreveport, Louisiana-based HMV Wealth Advisors LLC will partner with BAM Advisor Services and become a member of The BAM ALLIANCE, a community of independent, like-minded advisory firms across the United States.

HMV Wealth Advisors joined The BAM ALLIANCE following the firm’s launch in late 2018 and is led by vice presidents Dwight Pugh, CPA, CGMA, and Roderick Williams, CPA. The firm, which primarily serves the northern Louisiana and east Texas areas, provides comprehensive financial planning, wealth management, tax planning, budgeting, estate planning, education planning and risk analysis services to individuals and families.

HMV Wealth Advisors is affiliated with Heard, McElroy & Vestal LLC, a full-service accounting firm with offices in Shreveport and Monroe, Louisiana, that has been serving the region for more than 70 years.

Member firms of The BAM ALLIANCE, which was established in 1997, collectively manage or administer $34.7 billion (as of Sept. 30, 2018). BAM Advisor Services is home to The BAM ALLIANCE and, as of November 2018, Loring Ward. Together, they serve more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors 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.

© 2018, The BAM ALLIANCE®

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