Financial Advisors
Irvine, CA
BML Wealth Management is a retirement-focused wealth management firm in Irvine led by financial professionals dedicated to personalized retirement planning. They offer comprehensive services including income planning, investment management, tax planning, healthcare planning, and legacy planning through their proprietary Retirement Fingerprint® program—a 5-step process that creates customized financial roadmaps tailored to each client's unique goals and values. Named to the Inc. 5000 list of America's fastest-growing private companies, BML combines strategic planning with ongoing advisor support and a secure digital portal to help clients confidently navigate their financial future.
Ideal for: Pre-retirees and retirees seeking personalized retirement strategies, individuals prioritizing tax-efficient income planning, families focused on legacy and estate planning
Service area: Irvine and Orange County, California
Retirement Fingerprint® Program: Proprietary 5-step personalized planning process that uncovers individual values, goals, and financial roadmaps to create retirement plans as unique as each client's fingerprint.
Inc. 5000 Recognition: Named to the Inc. 5000 list of America's fastest-growing private companies, demonstrating significant verified revenue growth and business expansion.
Comprehensive Planning Services: Integrated approach covering income planning, investment management, tax strategy, healthcare planning, and legacy planning with ongoing quarterly strategy visits and secure digital portfolio access.
Address: 2 Park Plaza #800, Irvine, CA 92614
Phone: (949) 682-9105
Website: bmlwealth.net
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