BPC Advisors LLC

BPC Advisors LLC is an independent, fee-only registered investment advisory firm with a fiduciary duty to the clients it serves. Located in Syracuse, New York, BPC provides customized investment and wealth management solutions to meet the needs of individuals, institutions and financial professionals.  More About BPC Advisors LLC...


Our Investment Philosophy

BPC Advisors' philosophy is that the asset allocation decision is the most important step in portfolio construction.

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Focus should be on the asset allocation choice and its implementation using broadly diversified, low-cost portfolios

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Global diversification in order to reduce risk and improve portfolio returns

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Disciplined approach to investing in order to mitigate the behavioral biases in investing

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Costs create an inevitable gap between what markets return and what investors actually earn – low fees can help narrow that gap

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Qualified Professional Financial Advisement

Investment Management

Investment Management

Your partnership with us will entail a review of your investment goals, financial situation, time horizon, tolerance for risk and other factors to develop an appropriate strategy for managing your account.

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Meet Our Team

Douglas R. Burns Jr., CFADoug Burns is a Co-founder and Principal of BPC Advisors, LLC. Doug has over 18 years of financial services experience including the management of individual and institutional portfolios. Prior to BPC, Doug was at an investment advisor...

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Geoff Wells, CFP®
Geoff Wells is a Financial Advisor at BPC Advisors, LLC. Geoff has worked in corporate and personal finance for over 10 years and specializes in comprehensive retirement and tax planning...

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