BAS Has Joined Creative Planning.

We are pleased to be a part of Creative Planning, one of the top independent wealth management firms in America.1, and are proud to have joined its business valuation division, Castle Valuation.

Learn More about Creative Planning

Learn More about Castle Valuation

We will continue to provide our clients with the same level of service they are accustomed to, with the added benefit of access to an in-house team of CFP® professionals, CPAs, and estate planning attorneys that deliver comprehensive wealth management. Working with our extended team means that you can be confident knowing your business, investments, taxes, and estate plan are working harder, together, to sustain and grow your wealth.

All the expertise. All the advice you need. All in house. It's how we show you A Richer Way to Wealth.