State of the Firm 2025: A Reflection and Look Ahead

As we step into a new year, we want to take a moment to share an update on the state of our firm—an opportunity to reflect on the progress we’ve made, the value we’ve created, and the path ahead for serving you and others in our community.

Gratitude for Our Clients

First and foremost, thank you. The trust you place in us to guide your financial lives is not something we take lightly. It’s a privilege to partner with each of you, and we’re incredibly proud of the relationships we’ve built together.

Today, our firm manages around $150 million in assets on behalf of over 100 households. Each of these relationships represents a unique journey, and we are honored to play a part in helping you navigate some of life’s most important financial decisions.

Where We Believe We Have Created the Most Value

Our focus has always been on delivering tailored advice where it matters most. Over the years, we’ve seen the greatest impact in four key areas:

• Retirement Transitions: Whether it’s determining the right time to retire or creating a roadmap for income in retirement, we’ve helped clients move confidently into this exciting new chapter.

• Making Decisions with Abundance: For those who have “enough,” deciding what to do next can be a challenge. We’ve helped clients align their wealth with their values, goals, and legacy plans.

• Tax Planning Strategies: From Roth IRA conversions to backdoor Roth contributions, Social Security timing, and asset location strategies, our proactive tax planning has delivered meaningful benefits for clients.

• Disciplined Investing:  Uncertainty is inherent in investing and we guide clients to have the highest probabilities for their desired outcomes. We’ve helped clients navigate through the market’s ups and downs, leaning on our investment philosophy in which we continue to have a high conviction.

  
  

Our Capacity to Help

While our firm has grown, we remain intentional about maintaining a personal, boutique experience for our clients. That’s why we’re excited to share that we have capacity to welcome new clients who would benefit from thoughtful financial planning and investment management. If you know someone navigating retirement, considering what to do with their wealth, seeking expert guidance on tax-efficient strategies, or in need of a disciplined approach to investing, we’d be grateful for the introduction.

Looking Ahead

As partners in this firm, we’re committed to continuous improvement—investing in our team, our technology, and our processes to serve you even better. Our goal remains the same: to empower you with clarity and confidence in your financial life, no matter what the future holds.

Thank you for being part of our journey. We look forward to another year of collaboration, growth, and success with you.

Warm regards,

Doug & Geoff

Partners, BPC Advisors, LLC