Our clients are a unique group of people. They do not walk the same path as everyone else. Whether you are coming to us through the Dave Ramsey Smartvestor Program or are a Business Owner, you are willing to do uncommon things to be financially successful. As a client, you require a different type of Wealth Manager who understands your unique differences.
BKA Wealth is that Wealth Manager. BKA Wealth is a unique Wealth Management firm begun by two industry veterans, Jeff Kikel and Eric Boyce. Jeff and Eric were frustrated with the limitations to traditional Wealth Management. We designed a firm that is able to serve our clients beyond just investment management.
BKA Wealth is that Wealth Manager. BKA Wealth is a unique Wealth Management firm begun by two industry veterans, Jeff Kikel and Eric Boyce. Jeff and Eric were frustrated with the limitations to traditional Wealth Management. We designed a firm that is able to serve our clients beyond just investment management.
Services
Our clients are different. Many of our clients have or are working on eliminating debt through the Dave Ramsey program, we are there to help them through the next steps. Our other area of service is to Business Owners. We have a unique perspective for when working with Business Owners because we are Entrepreneurs ourselves.
The team at BKA Wealth is as diverse as our clients. Our team of experienced and credentialed Wealth Managers are committed to helping our clients. Whether you are an individual, family, or business owner we are here to help you be successful. The world and financial markets are constantly changing, so as a firm we have committed to lifetime learning and pursuit of advanced education and designations.
We provide Wealth Management for Individuals and Business Services for Entrepreneurs and Small Business Owners. We do fee-based financial planning that is provided as a service to clients where we manage assets. In addition, we provide a Financial Planning Subscription for those are not looking for asset management, but need financial planning.
We provide a wide range of Wealth Management services for Individuals and Families. Whether it is Financial Planning, Investment Management, or Advanced Planning Strategies we are able to meet your needs. Financial Planning involves developing a comprehensive short and long term plan to meet your goals.
BKA Wealth Consulting has proudly been part of the SmartVestor Program since 2017. Since that time we have been helping Dave Ramsey Listeners with Retirement, College Savings and Goal Planning. Our initial appointment with you is designed to help us gain a better understanding of your needs, goals and current situation.
Reviews (4)
Theresa Pore
Sep 09, 2021
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Kelly is incredible at what she does! Her joy for teaching combined with her quest for knowledge makes her a true asset to anyone’s financial plan. She has been working with our goals and keeps us looking towards the big picture for our family, our business and our legacy. You won’t go wrong with this team on your side.
Julia Nickerson
Oct 29, 2019
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Integrity, honesty, professionalism! As an estate planning attorney, I enjoy working with Jeff and Eric with BKA Wealth Consulting. They are top-notch in their field and treat their clients with the utmost respect and follow-through. Thank you Jeff and Eric for providing excellent financial services for Cedar Park and Austin-area business owners and families. You both receive 5 stars from me, as I'm sure you do from all of your clients! Keep up the excellent work!
Joshua Massingill
Jun 23, 2018
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Jeff is a top-notch financial planner. Jeff and I have several mutual clients and over the years I have been able to witness firsthand the excellent service he provides to his clients. He is universally loved by his clients and his knowledge of retirement planning and business succession issues is impressive. He is a man of integrity who always puts the client first. He has my highest recommendation!
Wendy Irwin
Jun 09, 2018
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I can't shout praises loud enough for BKA Wealth and Jeff Kikel. It's about time that small business owners have an experienced and committed advisor on their team. Not only does Jeff has a vast knowledge of the financial world, he has a unique and intimate look into the small business owner's unique situation. I highly recommend!
