Our Mission is to provide customized, innovative, financial solutions to our clients. We integrate our team’s expertise to maximize the impact and value tailored to the individuals, companies, and families we serve.

Through partnership, fairness, and innovation, we seek to nurture lasting client relationships. These values are woven deeply into the fabric of BASH, and we’ve established three fundamental principles to keep our sights set on these ethical standards.

At BASH, we operate as fiduciaries by providing objective and independent advice. We are motivated by results and exceeding expectations. When BASH was in its infancy, the founders adopted a fee-based planning system for proper alignment with all clients. With this client-driven business model, we make sure that customer satisfaction remains our driving force.

We bring Value through differentiation of the client service model and experience. Clients receive advice and knowledge from bringing the analyst and the planner to the table. Our CFP’s work with our clients to deliver comprehensive and holistic financial advice tailored to the needs of the clients. Our planners operate in a fiduciary manner, always delivering advice with the clients needs and objectives as the priority. By bringing the analyst to the table, we provide a customized asset allocation model, which is approached from a quantitative and qualitative methodology.

Schedule a consultation

Talk To An Advisor
Matthew Bagell, CPA


    Subscribe to our newsletter

    Get BASH Perspectives
    in Your Inbox