Bcs Wealth Managment, LLC

About Bcs Wealth Managment, LLC

<p>In the Tri-Cities of Northeast Tennessee, Bcs Wealth Managment, LLC works with employers and families on investment management and financial planning. The firm has offices in Johnson City (HQ) and Kingsport, serving the broader Johnson City–Kingsport–Bristol metro area and nearby communities.</p> <p>Founded in 1998, Bcs Wealth Managment focuses on business retirement plans and ongoing advice. The firm acts as a <a href="/plan-advisors">plan advisor</a> and offers 3(21) fiduciary services for plan sponsors that want support selecting and monitoring investments while keeping final decision-making authority in-house.</p> <p>For retirement plans, the team helps with plan design and consultation, employee education, and fiduciary oversight. Outside the plan, the firm also advises on estate planning topics, trust and estate administration, tax planning, and insurance strategies, coordinating these areas as part of a client’s broader financial picture.</p> <p>One point that sets the firm apart is its use of a podcast and educational resources to keep clients and plan participants informed between reviews. As of 2026, the firm reports $0.8B in assets under management.</p> <ul> <li>Plan advisory and 3(21) fiduciary services</li> <li>Business retirement plan design, consultation, and ongoing support</li> <li>Employee education for plan participants</li> <li>Financial planning and investment management</li> <li>Estate, tax, and insurance planning guidance</li> </ul>

Website: https://www.bcswealth.com/

Founded: 1998