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Three Bell Capital acquires BPM Advisors


Corporate retirement plan advisory firm Three Bell Capital is to acquire retirement plan consulting business, BPM Advisors.

The combined practice will represent one of the largest corporate retirement plan advisory firms in the San Francisco Bay Area, with total firm assets under management exceeding USD1.2 billion.
“BPM is recognised as one of the top ten accounting firms in the west, with a phenomenal in-house corporate retirement plan practice,” says Three Bell CEO, Jon Porter. “We are excited about this newly formed partnership with BPM, the expanded depth and breadth of our team and capabilities it brings, and the opportunity to provide truly differentiated services and advice to our clients.”
Based in Silicon Valley, Three Bell Capital works with entrepreneurs, venture capital firms, and high-growth technology companies to establish and manage their 401(k), cash balance and deferred comp plans, while developing comprehensive financial plans for company founders and executives. Three Bell Capital ranked #1 on the 2017 Top 100 Emerging Wealth Management Firms in the U.S. by Forbes.
“I am excited for what the future holds,” says Jenise Gaskin, Advisory Partner at BPM and President of BPM Advisors, Inc. “I am sad to see the great team of BPM Advisors leave us but they are joining a wonderful firm. I know they will all be very successful and I look forward to working closely with the Three Bell team.”
“Our decision to pursue this transition was centred on improving and strengthening our ability to deliver the best possible service to our clients,” adds Nick Steiner, BPM’s Advisory Practice Group Leader. “This collaboration provides our 401(k) clients with a dedicated team of independent retirement plan advisors, while at the same time allowing Three Bell clients to leverage BPM’s full suite of services.”

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