BML Advocate Club 10,000 Lives.$1 Million.10 Years.
BML Advocate Club
Introduce someone you care about to BML Wealth Management and help support a cause that matters to you.
When they meet with us, we donate $100 to the charity you choose, and BML matches every dollar at year-end.
Our community goal: over the next 10 years, by 2036, change 10,000 lives and donate $1 million to charity.
This is a future community-impact goal, not a statement of results achieved or a guarantee of individual financial outcomes.
How It Works
Through the Advocate Club, your introductions bring together financial planning, charitable giving, and a community committed to helping others.
Introduce Someone You Care About
Know a friend or family member who could benefit from a conversation about their financial future? We'd be glad to meet them. They might be approaching retirement, navigating a major life change, looking for a comprehensive financial plan, or simply wanting a second opinion.
Once They Meet with Us
After they meet with our team, BML donates $100 to the charity you choose. One conversation can shape their financial future and support a cause close to your heart. One introduction, two ways to make a difference.
Help the Impact Grow
At year-end, BML matches the program’s donation total, dollar for dollar, with additional contributions to local charities selected by BML. Your introduction supports both a personal connection and a broader community effort.
A community built on giving
Lifetime membership.Make three introductions who meet with BML and become a lifetime member of the Advocate Club.An exclusive annual event.Members come together at an invitation-only yearly event celebrating connection, generosity, and shared purpose.Advocate recognition.Every introduction matters. We appreciate the clients who help our community grow.
Help plan, protect, and change livesthrough the Retirement Fingerprint®
The Advocate Club extends that mission into our community, bringing together financial planning, charitable giving, and people committed to helping others. Every introduction creates two ways to make a difference.
Our 10-year goal
This is a future community-impact goal, not a statement of results achieved or a guarantee of individual financial outcomes.
Our Advocate community
Every introduction matters. We are grateful to the clients helping us connect with more people and support meaningful causes.
2025 Charities Supported
Organizations supported through BML’s charitable giving. Inclusion does not imply endorsement of BML or its investment services.
BML Gives Back
Giving back takes many forms.
Through Foster Love’s Sweet Case Duffle Bag initiative, BML has participated in preparing personalized bags for children navigating foster care transitions. These bags offer a thoughtful alternative to carrying personal belongings in trash bags, helping communicate care and dignity during a difficult time.
Together, we can make a difference in our community and beyond.
Questions about the Advocate Club
Who should I introduce?
Think of a friend or family member approaching retirement, navigating a major life change, seeking an overall financial plan, or looking for a second opinion.
When does BML make the charitable donation?
BML donates $100 to the charity you choose after a person you introduce, whom we have not previously met, meets with our team. Contact BML for the qualifying meeting and charity details.
Can I choose the charity?
Yes. You can choose your preferred charity.
How does the year-end match work?
BML matches the program’s donation total, dollar for dollar, at year-end, directing those additional contributions to local charities selected by BML.
How do I become a lifetime member?
After three introductions who meet with BML, you become a lifetime member of the Advocate Club.
How do I make an introduction?
Prefer to talk to a person? Call our Client Concierge at 949.682.9105 or email advocate@bmlwealth.net. You may also complete the form below.
Introduce a friend or family member. Make a difference.
Help someone you care about take the next step toward planning their financial future while supporting a meaningful cause.
Prefer to talk to a person? Call our Client Concierge at 949.682.9105 or email advocate@bmlwealth.net.
You may also complete the form below.