BCM Wealth Management - A Shepherd Financial Partner Employee Directory

Investment ManagementDelaware, United States2-10 Employees

BCM has extensive experience in fiduciary investment management for individuals, endowments, and ERISA governed retirement plans - 401(k) and 403(b). In 2020 BCM became the FIRST and ONLY Delaware Investment Advisor to earn the prestigious CEFEX certification. As an independent financial advisory firm, our primary focus is to provide unbiased advice designed to achieve your long term goals.

Find BCM Wealth Management - A Shepherd Financial Partner employees' phone numbers or email addresses

BCM Wealth Management - A Shepherd Financial Partner Global Highlights

North America
5

United States Of America
5

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

BCM Wealth Management - A Shepherd Financial Partner's Leadership

V. B.
Vice President Of Operations
Mobile Phone
Email
S. H.
Practice Manager
Mobile Phone
Email
D. L.
Client Services Manager
Mobile Phone
Email
G. J.
Financial Advisor/Retirement Specialist
Mobile Phone
Email
D. S.
Other Information Systems And It Technology Professional
Mobile Phone
Email
T. G. A.
Financial Planning Associate
Mobile Phone
Email

BCM Wealth Management - A Shepherd Financial Partner Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from BCM Wealth Management - A Shepherd Financial Partner

Name

Title

Contact Info

Location

Last Update

V. B.
Vice President Of Operations
Mobile Phone
Email
Jun 05, 2025
S. H.
Practice Manager
Mobile Phone
Email
United KingdomEngland
Sep 09, 2025
D. L.
Client Services Manager
Mobile Phone
Email
United StatesDelaware
Jan 27, 2026
G. J.
Financial Advisor/Retirement Specialist
Mobile Phone
Email
United StatesPennsylvania
Oct 20, 2025
D. S.
Other Information Systems And It Technology Professional
Mobile Phone
Email
Oct 23, 2024
T. G. A.
Financial Planning Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is BCM Wealth Management - A Shepherd Financial Partner known for?

BCM Wealth Management - A Shepherd Financial Partner was founded in 1996 operates in the Investment Management industry. The company's main headquarters is located in 5807 Kennett Pike Wilmington, Delaware 19807 United States; you can contact the main corporate office by phone at

+1-888-369-****

. Explore BCM Wealth Management - A Shepherd Financial Partner's company overview page for more information.

What is BCM Wealth Management - A Shepherd Financial Partner's most common email format?

BCM Wealth Management - A Shepherd Financial Partner employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BCM Wealth Management - A Shepherd Financial Partner email formats with LeadIQ.

How many employees does BCM Wealth Management - A Shepherd Financial Partner have currently?

BCM Wealth Management - A Shepherd Financial Partner has approximately 5 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are BCM Wealth Management - A Shepherd Financial Partner's key employees and leadership?

As of February 2026, BCM Wealth Management - A Shepherd Financial Partner's key employees include:

Vice President Of Operations: V. B.
Practice Manager: S. H.
Client Services Manager: D. L.
Financial Advisor/Retirement Specialist: G. J.
Other Information Systems And It Technology Professional: D. S.

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