The BAM ALLIANCE
Lumia Wealth is a proud member of The BAM ALLIANCE®, a community of more than 140 independent wealth management firms that represent over $33 billion in collective assets as of December 31, 2017. Being a part of The BAM Alliance allows us to operate as a boutique, locally owned independent firm, while allowing us to tap into the brain power and collective wisdom of 500+ advisors across the country.
BAM Retirement Solutions
BAM Retirement Solutions is a service program of the BAM ALLIANCE® that assists us in delivering high-service, low-cost retirement plan advisory services guided by our prudent investment philosophy. Through BAM Retirement Solutions, we have access to dozens of retirement plan recordkeepers from around the country. These recordkeepers perform the critical administrative tasks of investment elections, contributions and reporting. Some of our recordkeepers include Alerus Retirement Solutions, Newport Group, DFA Retirement Plan Solutions, and Charles Schwab. The BAM Retirement Solutions team brings a collective 50+ years of industry experience to your side and has a national presence, working with approximately 150 independent wealth management firms, serving approximately 830 plans and managing $2.4 billion in assets as of June 30, 2017.