(949) 682-9105
Search
Form CRS
Client Upload
Client Login
Schedule A Meeting

Home

Retire With Confidence. Plan With Purpose.

Creating a retirement plan as unique as you.
Learn How
Official Wealth Management Partner
Proud to be recognized on INC 5000 List of America’s Fastest Growing Companies
See full disclosure below
BML Wealth Management is a paid sponsor of UC Irvine Athletics. UC Irvine Athletics is not a client, and this sponsorship does not imply endorsement by the University of California, Irvine or its athletics program.

BML Wealth Management was named to the Inc. 5000 list of America’s Fastest-Growing Private Companies, based on verified revenue growth over a three-year period. This recognition is not an endorsement, testimonial, or guarantee of future performance, nor is it based on client experiences.

Previously Seen On

Media Interviews

TV Appearances

Stay informed as Brian shares insights, financial strategies, and timely market commentary in his interviews and media appearances. Don’t miss what we feel are valuable perspectives in wealth management.

View All Videos
Our Services

Your Dreams Matter.

Your retirement plan should be as unique as you are. That’s why we and our partners offer a variety of services to create a customized retirement plan tailored to your goals.

Income Planning

Investment Planning

Tax Planning

Healthcare Planning

Legacy Planning

Learn More
Trusted Clients
0 +
Managing Over
$ 0
Retirement Plans Created
0 +
Serving Clients Since
0

*As of December 31, 2024 and represents data from across West Wealth Group.

A 5-Step Program

Your Retirement Fingerprint® Journey

Discover your path to retirement with our 5-step Retirement Fingerprint® Program. This guided journey helps you uncover your personal values, goals, and financial roadmap—ensuring a retirement plan that’s as individual as your fingerprint.

Learn More
1
Getting to Know Each Other
2
Baseline Plan & Analysis
3
Game Plan & Implementation
4
Delivery
5
Ongoing Strategy Visits
A relaxed, no-pressure conversation to see if we’re a good fit. We’ll learn about your goals and explore whether it makes sense to build your retirement plan together. No cost, no commitments.
If we move forward, we’ll analyze your current holdings and create a baseline plan. We’ll review everything together, and by the end of the visit, you’ll know whether we part as friends or continue working together.
We’ll begin transferring your accounts over as is (no buying, selling, or triggering taxes). In this meeting, we’ll walk through and implement your income and investment strategy.
Once everything is in place, we’ll deliver a clear, one-page plan. You’ll receive a client binder and access to eMoney, your personal financial portal where all of your accounts, documents, and planning tools are organized in one secure locations.
We schedule regular check-ins to keep your plan on track and address any additional needs like estate, tax, healthcare, or insurance planning.
Why Create an Account?

Unlock the full power of the BML Wealth Dashboard

  • Track Your Retirement Progress – See how your current savings align with your future goals.
  • Secure, Personalized Insights – Get tailored advice based on your retirement fingerprint.
  • Access Your 5-Step Plan – Follow a guided journey to build a retirement strategy that fits your life.
  • Update and Revisit Anytime – Make adjustments as life changes, and keep your plan on track.
  • Connect with Advisors – Get support and guidance from our team whenever you need it.
Client Reviews

What our clients say.

At BML Wealth Management®, we take pride in the trust our clients place in us. From retirement planning to investment guidance, our personalized approach has helped individuals and families map out their financial future. See what our clients have to say about their experience working with our team.

“Brian and the BML team have put us in a position where we can comfortably and safely retire. We no longer stress about our investments or our financial future. Thank you BML!”
Laurie & Charlie C.
Laurie & Charlie C.
“Shane is amazing - best decision I’ve made.”
Zach N.
Zach N.
“BML is highly professional and tailors my financial plan specific to my situation. BML has met my highest expectations of educating me about different financial products to meet my personal goals.”
Cheryl R.
Cheryl R.

These testimonials were provided by current clients of BML Wealth Management®. While the testimonials reflect the client’s personal experiences, it may not be representative of the experience of all clients. These clients did not receive any cash or non-cash compensation for these statements. While no compensation was provided, the clients may still have a material conflict of interest due to their ongoing relationship with BML Wealth Management®.

Who we are

Meet the BML Team

The team behind BML Wealth Management® is made up of financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Scroll to Top