Serving Businesses and Families Since 1984

Since 1984, BPS has been helping over 300 small and mid-sized businesses meet their retirement plan goals by providing customized, full-service retirement plan administration. Along with your accountant, we design a plan that attracts and retains employees while meeting your retirement plan goals and objectives. BPS prides itself on streamlining administrative processes, maximizing retirement savings, and minimizing tax liability for our business clients by providing a fully turnkey retirement plan solution including compliance, accounting, legal and annual filing of the Form 5500.

In addition to retirement plan administration, BPS also offers comprehensive financial planning and wealth management services for individuals and families. Our experienced team provides tailored strategies to help clients grow, preserve, and transfer wealth in alignment with their life goals. From investment management to retirement income planning, risk management, and overall planning, we deliver a holistic approach that integrates both personal and business financial needs under one trusted relationship based on integrity and transparency.