BMF Named a 2021 Best of the Best Firm!

We have again been named to the IPA’s 2021 Best of the Best Firms list, which recognizes the highest-performing firms within the accounting profession.

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

Cindy H. Mitchell




Contact Us

Awards We've Won

Accounting Today RL 21
2020 IPA TOP 200 Firms
IPA 2021 Best of the Best
Best of accounting 2021 client satisfaction