INDEPENDENT ADVICE FOR YOUR INDEPENDENT FUTURE  

BDMP WEALTH MANAGEMENT | Corporate Retirement Plans

BDMP Wealth Management provides innovative, single source retirement plan services. We manage all aspects of a business client's retirement plan, from plan design to investment management and employee education, to record keeping, and reporting. This comprehensive approach allows our clients to control their costs and simplify a typically complex process with a single provider.

We help our clients meet the requirements of an ever-changing regulatory environment. With the unique combination of BDMP Wealth Management's expertise in the investment management arena and the deep technical and professional expertise of the Retirement Plans Solutions group at Berry, Dunn, McNeil & Parker (our affiliated accounting firm), business clients are informed about and can respond quickly to the latest compliance requirements. 

We have particular expertise in helping employers:

  • Design a retirement plan that meets the needs of the employer and meets the employer's compliance obligations under the overlapping layers of regulations which govern such plans
  • Monitor the overall costs of the plan to ensure that employers are not over-paying for their organization's retirement plan
  • Provide high-quality investment education to both their employees and the plan fiduciaries about their retirement plan
  • Select a broad range of investment options that provides each employee the ability to develop a well-diversified portfolio
Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BDMP Wealth Management, LLC a state-licensed investment adviser.

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This communication is strictly intended for individuals residing in the states of
AR,AZ,CA,CO,CT,DE,FL,GA,IL,IN,MA,MD,ME,MI,NC,NH,NJ,NM,NY,PA,SC,TX,VA,VT,WA,WY.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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