BMF Akron Office Closure Beginning May 1

Beginning May 1, our Akron Office will be closed to the public for renovations but will remain available to assist you. Contact your BMF Advisor or call 330.762.9785 to speak with someone who can help. We anticipate renovations taking several weeks, so stay tuned for updates!

Sophisticated Office Management for Family-Owned Businesses

Our family office practice supports the financial needs of high-net-worth clients and multi-generation families. We work closely with families to develop a customized financial plan to fulfill current needs, anticipate family changes and achieve overall financial success.

What’s more, we are an independent, conflict-free accounting and advisory firm. In other words, we do not provide direct investment or legal advice, nor do we sell investment products, insurance, software or represent any vendor or manufacturer who does. This means our advice is objective and without incentive to any institution that results in a benefit to us. We maintain focus where we should — customized solutions for your business.

Looking to build a strong, solid future for your family-owned business?

How we can help

smiling small business owner working on laptop

  • Managing the administration and integration of legal and tax planning
  • Advising senior family members and/or boards of directors on business management issues
  • Managing and distributing cash
  • Consulting and managing family charitable philanthropic goals
  • Providing guidance as needed to younger generations
  • Organizing and mediating family financial discussions and conflicts
  • Preparing individual financial statements and asset record-keeping
  • Providing consultation regarding internal controls and accounting procedures for offices with multiple business and investment entities
  • Wealth preservation and management


Practice Leaders

Theodore A. Wagner

Partner and Executive Committee Member

Jessica L. Tepus

Senior Manager



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