BMC Wealth Management: Financial Planning & Investments

Building Wealth With a Purpose

We help you build wealth so you can focus on what matters most.

Invest with Confidence

Create an investment strategy for your short-term and long-term financial milestones.

Personalized Planning

No sales pitch or product pushing. Just unbiased financial advice to help you pursue your financial goals with confidence.

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Next Steps?

Our personalized planning process gives you a roadmap to navigate your future with confidence. If you're feeling uncertain about your next steps, you've come to the right place. Partner with us to break free from the norm and create a brighter future!

How We Work

Lawrence Cherney

Founder & Investment Manager

609-235-6199

larry.cherney@lpl.com

Larry is the Founder of BMC Wealth Management where he serves as a Wealth Advisor and Investment Manager. He is a seasoned professional with over 29 years of experience in the financial services industry. Prior to founding BMC,

Ross Allen, CFP ®, EA

Financial Planning Assistant

Ross’ financial services career launched in 2007 where he served as a Financial Services Officer and Financial Planner prior to joining LPL Financial in 2023. Ross received his Bachelor of Science in Finance from the University...

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Our Team

We have a team-based collaborative process that ensures we cover all aspects of your financial situation. In addition, we are fully equipped with the resources and support of LPL Financial.

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Our Services

Our team provides a variety of services including Retirement Planning, Tax Planning, and Investment Management to address your needs and help you pursue your financial goals.

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Our Mission

You deserve an advisory team that is deeply invested in your needs and goals. Your best interest is at the forefront of our thoughts.

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Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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