Getting Started with BMM

Get started with BMM — how to begin, next steps, and guidance to launch your financial planning journey with confidence.

    Financial Planning with Purpose: How financial planning works at BMM
    Portrait of Lauren Russo

    By Lauren Beckett
    July 8, 2025

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    How will moving to the Berkshires, MA, impact your financial plan?
    How will moving to the Berkshires, MA, impact your financial plan?
    Peter

    By Peter Coughlin
    February 21, 2024

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    How to fire your financial advisor, represented by a silhouette of woman leaving a man
    How to leave your financial advisor

    By Allen Harris
    July 27, 2023

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    Spotlighting Our BMM Team: John Bielski, Supervisor of Capital Trading
    Portrait of Kimberly Campagna

    By Kimberly Campagna
    July 18, 2022

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    Is it Time to Hire an Investment Advisor?

    By Bill Schmick
    December 23, 2021

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    Call Him Allen of the Berkshires
    Call Him Allen of the Berkshires
    Portrait of Kimberly Campagna

    By Kimberly Campagna
    August 3, 2020

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