BSM Consulting Group in Mandeville, LA is a dedicated firm providing investment management and strategic wealth planning tailored to each client's individual needs. With a focus on understanding client goals and developing personalized financial plans, their experienced team offers services in financial planning, retirement planning, investment management, and estate planning.
Founded by Principals Patrick W. Suffern, Brian P. Becker, and Timothy McLanahan, BSM Consulting Group brings over 40 years of combined experience in the financial services industry. Specializing in private wealth management, retirement plans, and estate planning, the firm aims to help individuals, families, businesses, and employers achieve financial security and confidence in reaching their financial goals.
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