Business Details
10 Years
experience
Trusted Financial Advisors in East Syracuse, NY
Founded in 2016, BPC Advisors operates as an independent fee-only Registered Investment Advisory (RIA) firm dedicated to empowering clients through comprehensive financial planning and disciplined investment management. Our approach combines academic research with personalized strategies to address retirement planning, tax optimization, and wealth preservation. With decades of combined experience in finance, accounting, and risk management, we prioritize client interests as fiduciaries, leveraging CFA, CFP, and CPA credentials to deliver transparent, low-cost solutions.Our team emphasizes long-term collaboration, regular communication, and education to build client confidence. We maintain a structured process for creating customized financial roadmaps while integrating risk analysis to align investment decisions with individual goals. Privacy and personalized attention are central to our practice, ensuring clients receive tailored guidance without conflicts of interest.
Services
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Risk Analysis
Details
- Year established: 2016
Highlights and features
- We operate as a fiduciary fee-only advisor with no product sales conflicts.
- Our investment approach is grounded in academic research and global diversification.
- We integrate behavioral finance principles to mitigate emotional investing mistakes.
- Our comprehensive planning covers retirement, taxes, insurance, and estate strategies.
- We maintain transparent, low-fee structures with regular client communication.
Associations and certifications
- CFA Institute
- Certified Financial Planner Board of Standards
- American Institute of CPAs
Services
Financial Planning
We develop customized financial roadmaps addressing retirement, tax efficiency, and estate planning. Our process includes risk assessment, goal alignment, and ongoing updates to adapt to life changes. Clients receive detailed 5-7 page plans within one week of initial consultations.
Investment Management
We construct globally diversified portfolios using low-cost market-tracking holdings. Our disciplined approach emphasizes rebalancing to maintain target risk levels while minimizing behavioral biases that often undermine investor returns over time.
Tax Planning
Our multi-year tax strategies focus on maximizing after-tax investment returns. We integrate tax-efficient withdrawal methods and coordinate planning with broader financial objectives to reduce long-term liabilities while maintaining compliance.
Risk Analysis
We evaluate clients' capacity and willingness to take investment risks through structured frameworks. This analysis informs portfolio construction and helps maintain financial discipline during market volatility.
Retirement Planning
We create comprehensive retirement plans addressing Social Security optimization, pension management, and sustainable withdrawal rates. Our projections incorporate inflation adjustments and longevity considerations to ensure financial security through retirement.
People
Douglas R. Burns Jr.
Co-Founder & CFA, CFP, CPA
A Notre Dame graduate with experience at Ernst & Young and J.P. Morgan, Doug transitioned to fee-only advisory services in 2011. He co-founded BPC Advisors to provide personalized financial guidance while maintaining CFA, CFP, and CPA credentials.
Geoff Wells
Co-Founder & CFP
Former aerospace engineer turned financial advisor, Geoff brings technical precision to wealth planning. With corporate finance experience and CFP certification, he focuses on translating complex financial concepts into actionable strategies for clients.
Questions
What services does BPC Advisors offer?
We provide comprehensive financial planning, investment management, tax optimization, retirement strategies, and risk analysis tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate as a fee-only Registered Investment Advisor with a fiduciary duty to prioritize client interests above all else.
How do your investment strategies work?
Our approach uses globally diversified portfolios with low-cost holdings, rebalanced regularly to maintain target risk levels based on academic research.
What makes BPC Advisors different?
We combine CFA, CFP, and CPA credentials with engineering/accounting backgrounds to deliver data-driven financial solutions without product sales conflicts.
How often do you communicate with clients?
We provide quarterly reports, monthly newsletters, annual plan updates, and unlimited access for questions or urgent financial decisions.
Reviews (1)
Tom Cooney
Jun 26, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
I have been working with BPC for 5 years. They are very professional and have always been responsive with any inquiry I may have. Doug and Geoff are very knowledgeable, able to navigate the markets to provide the best return on my investment. I highly recommend them!
I have been working with BPC for 5 years. They are very professional and have always been responsive with any inquiry I may have. Doug and Geoff are very knowledgeable, able to navigate the markets to provide the best return on my investment. I highly recommend them!
