BCS Financial is a Registered Investment Advisory firm through the State of Tennessee and Commonwealth of Virginia. We offer fee-only asset management services as an independent and objective firm. We have selected Charles Schwab & Co., Inc., one of the largest and most respected brokerage firms in the nation, as the primary custodian of our client accounts. Through Charles Schwab & Co., Inc., our clients have instant access to accounts through a secure internet connection.

Our investment philosophy is to recommend a diversified allocation of no-load mutual funds with an emphasis on each individual client's risk tolerance and season of life. We monitor the performance of each portfolio and issue quarterly reports summarizing such data. Please contact us for more information regarding asset management services.