B P Financial Associates, LLC.

B P Financial Associates offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. BPFA generally limits its money management to equities, mutual funds, bonds, debt securities, ETFs, REITs, and government securities.