Company

Our Purpose

Matching Finances with Goals

Bay City Financial Services' purpose is to help you build, manage and preserve your wealth according to your personal and unique lifestyle goals. We work with our clients to match finances with goals, integrating investments with fiancial planning in a cooperative effort between Advisor and Client.

As a Registered Investment Advisor, we are legally obligated to act in our clients' best interests.  This means that our structure, disclosures, advice and execution are designed to protect, inform and to elevate our clients to the highest duty of care afforded under law.

Find out more:  Advisor versus Broker

Our Purpose is best served in a relationship where we manage wealth with discretionary authority to make investment decisions on an ongoing basis.  We manage money for you so you can concentrate on your faith, families, careers and other interests.