Who We Are

About BIMS

In an industry dominated by a few very, very large FMO’s, the $1-$3mm advisor can get lost in the background noise. This is where BIMS excels: helping independent advisors achieve the best for themselves, their clients and their families.

Since 2002 BIMS has focused on helping a small group (less than 100 by design) excel in niche markets, build new and satisfying client relationships and transform into the $3-$7 million practices that symbolize the line between struggle or prosperity in the independent channel.

At BIMS we are passionate about making everything we touch better than when we found it.