Services

About

resources

Build Wealth.

Grow Your Practice.

Exit Well.

Financial planning for BCBA households ($150k+)
Growth advisory for 7-figure ABA businesses
Sell-side advisory for founders preparing to exit

Financial planning for BCBA households ($150k+), Growth advisory for 7-figure ABA businesses, Sell-side advisory for founders preparing to exit

Why BWF Advisors?

Founded by a bcba

I understand the unique challenges ABA professionals and founders face because I've lived it.

Operator. Advisor. Advocate.

I've built and scaled multiple 8-figure ABA companies and now help others do the same.

Financial & Strategic Expertise

Personal finance, business growth, and exit strategy - under one roof, built specifically for ABA.

Who We serve

$150k+

BCBA Households

Helping high-income BCA households build wealth, reduce stress, and plan for the future.

$1M+

ABA Business Owners

Strategic advisory for 7-figure ABA businesses ready to scale and increase profitability.

Founders preparing
to exit

Guiding ABA founders through every step of a successful and profitable exit.

Choose Your Path

Build Personal Wealth

For BCBA households earning $150k+

Create a plan that aligns your money with your values and goals.

Grow Your Business

For ABA businesses with $1M+ in revenue

Scale smarter, increase profitability, and build a business that runs strong.

Exit Your Business

For founders preparing to sell their ABA company

Maximize value an transition with confidence.

Our Offers & Pricing

Behavoral Wealth Assessment

$1,299

  • Complete financial review
  • Behavioral money assessment
  • Written 1-2 page plan
  • Review Meeting

Ongoing Financial Planning

$299/month

  • Personalized financial plan
  • Investment management
  • Tax & retirement planning
  • Ongoing coaching

Investment Management
(AUM-Based)

Up to $350,000

Flat $299/mo

$350,001 - $1,000,000

1%

$1,000,001 - $2,500,000

0.85%

$2,500,001+

0.75%

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