Our Clients

Bain Wealth Management Group is a family-owned client-centric boutique investment and financial planning firm. Our primary focus is on satisfying the needs of our clients, and our decision-making is driven by what is in our clients’ best interest. Simply stated, we strive to put our clients at the center of everything we do. Clients should expect to receive open and honest communication and to be treated as if they are family. This is one reason the majority of our new clients come to us as friends and colleagues of an existing client.


We work with individuals as opposed to large institutions or pension funds, and would love to have the opportunity to get acquainted with you to see if we have a “fit” to work together. We aren’t the best fit for everyone. If you are values and family oriented; prefer a risk-adjusted investment focus as opposed to aggressive investing without regard to risk levels; desire to have a comprehensive financial plan incorporating all aspects of your life and made available to you online and updated daily; and like to experience quality, personalized service from a family-owned local business, give us a call. We would be happy to schedule a complimentary initial meeting.