Welcome to BML Wealth Management

At BML Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well thought out strategy, using a variety of investment and insurance products and services, designed to help you address your financial needs and concerns. One of the goals for BML Wealth Management is to help you feel confident in your financial future. You’ve worked hard to build your assets and our team will work just as hard to help you protect, save and grow what you’ve earned. Our mission is to help individuals and families achieve their ideal retirement.

We have the experience and resources to help you realize your retirement dreams by implementing The Retirement Fingerprint®. This is a customized written plan designed to help get you to and through retirement by focusing on five key areas of your financial life. These five areas include: Income Planning, Investment Planning, Tax Planning, Health Care Planning, and Legacy Planning. Within each area are goals to ensure you have the best plan in place for a secure retirement. We look forward to creating a financial plan that helps you create the retirement you’ve always envisioned.

Schedule Your Retirement Fingerprint® Review
A Complimentary 15 Minute Call

As Heard On:

 California Retirement Planning

Listen To The Retirement Fingerprint® Radio Show

with your host Brian Levy and Featured Advisors

Join Brian Levy for “The Retirement Fingerprint®,” every Saturday from 7:30 a.m. to 8 a.m. on AM830 KLAA.

 08-22-2020 - The Retirement Fingerprint® Radio Show

Attend a Live Event

Attend one of our dinner workshops or virtual webinars to learn more about retirement income strategies, wealth management and more!

 California Retirement Planning


The Retirement Fingerprint® 

We think one of the biggest traps people fall into when they are planning for retirement is underestimating the tax monster and the bite he can take out of their savings.


Watch the most recent media appearances by Brian Levy and BML Wealth Managemet!

Year-End Finances
Many people are wondering if they will be able to make ends meet next year. Financial professional Brian Levy spoke with NBC LA about ways to improve your money situation in 2021.
Dependent Care FSAs
You could lose money in dependent-care accounts if it’s not used up by the end of the year. Levy spoke with SpectrumNews1SoCal about how you may be able to carry some of the money into the new year.
December Holiday Shopping
The holiday shopping season is underway! Financial professional Brian Levy joined @NBCLA with money-saving tips and alternative gifts for those hoping to make a lasting impression.

Ready to take
The Next Step?

Schedule Your Retirement Fingerprint® Review

A Complimentary 15 Minute Call