refer a friend
The best compliment is an introduction.
If BAM Advisory Group has helped you feel confident about retirement, there’s a good chance someone you love could use that same peace of mind. Introduce us, we’ll take it from here, with the same warmth and zero pressure you’ve come to expect.
Why clients refer us
A team worth introducing
We answer the phone.
A real person, not a phone tree. They get the same direct line you do.
No pressure. Ever.
We’ll listen, share what we know, and let them decide what’s right.
A plan built around their life.
25+ years of experience helping people design a retirement plan that fits their lifestyle.
Life while working with BAM
More than a plan - a community.
When you refer someone to BAM, you’re not handing them off to a faceless firm. You’re inviting them into a relationship that lasts, one filled with real conversations, genuine care, and a few good celebrations along the way.
Moments from our client events
A year in the life at BAM
We meet at least once a year
Your life changes, and your plan should too. We sit down together at least annually to help keep everything current and answer whatever’s on your mind.
We celebrate your milestones
Birthdays, anniversaries, retirements, new grandkids, the moments that matter to you matter to us. We show up for the celebrations, not just the spreadsheets.
You're part of the BAM community
From client dinners to community gatherings, our events are a chance to connect, laugh, and enjoy the journey alongside people who genuinely care.
“We have been working with the BAM Advisory Group for over seven years and have been impressed with them every step of the way. The BAM staff has gone the extra mile to develop a personal relationship with us and it's been a huge comfort knowing that we have such an incredible team behind us to help us navigate our future no matter what we encounter along the way!"
— Peggy H.
Referral FAQs
Will my friend or family member be taken care of?
Yes. We treat every referral the way we’d want a friend treated: with the same team, same process, and same level of attention you’ve experienced.
Is there a minimum amount of assets for someone I refer?
We work best with households who have $500k or more in investable assets. If someone you know is in that range and is looking for real planning rather than just portfolio management, they’re a great fit.
What if my friend isn't sure they're "ready" for an advisor?
That’s normal, and it’s exactly why the first conversation is low-pressure. Many of our best clients came to us not knowing what they didn’t know. We start with education, not a product pitch.
What kind of people are the best fit to refer?
People who value having a trusted team over managing things themselves, who care more about a solid plan (taxes, income, investments, healthcare, legacy) than chasing returns, and who want to be educated and included, not overwhelmed.
What if I'm not sure someone is a good fit?
Send them our way anyway. We’re happy to have that first conversation and figure out together whether it makes sense.
What happens after I refer someone?
We’ll reach out to schedule an initial conversation, learn about their situation, and see if it’s a fit. We’ll keep you posted on where things stand, without sharing anything private about their finances.
Know someone who could use a second opinion on their retirement plan?
Give them a place to start.
One introduction could help lead them to a more confident retirement.
