Blue Bell Wealth Management is a proud sponsor of Shriners Children’s Philadelphia.
BBPWM was founded in 2005 to improve every client’s financial life. Having worked for far too long at a Wall Street firm, the founding partners became disenfranchised as demands to sell products grew. We wanted to flip the script, putting our clients and their families first by working with them as fiduciaries. We concluded that the best way to achieve this goal was to offer independent, fee-only investment and planning advice. At BBPWM, we build generational relationships with our clients guiding them and their families to achieve financial freedom and security.