The BXM Wealth Story
Wealth Management should be a personal, hands on experience, where the clients have more than one advisor that knows them, their family, their goals, their wants, and how they like their interactions to occur. It should be a team-based environment where clients can choose how in-depth or high-level their conversations are with their advisors. It should be a relationship founded on knowledge and expertise but builds on trust, transparency and personalization.
Today's 'Modern' wealth management is built around scaling. Scaling creates friction with high client-advisor ratios, service teams who do not know you, lack of ease of business and low level proactive client engagements.
After more than six decades of combined industry experience managing a total of over $3 Billion for 800+ households, we decided to create the experience we know clients deserve and started BXM Wealth.
BXM Wealth was founded around one goal: create a wealth management experience that can not be scaled…
Meet the Team
Having a strong team is crucial to a successful wealth management experience. Meet Ryan, Timothy, Camaron, Brian and Adam, who work with each household personally to ensure their financial goals are met. With expertise and dedication, you can trust that your wealth is in good hands. Whether you're a new client or someone we've had the pleasure of working with in the past, our door is always open.
Chief Investment Officer
Adam Barringer
A true Southerner at heart, the hardest part of working with Adam will be stopping him from calling you Sir or Ma'am. Adam is a Certified Financial Planner™ with over 12 years of industry experience. He graduated from the University of South Carolina and prior to BXM Wealth, he managed over $890 million for 190 households. With his portfolio expertise and knowledge, Adam is dedicated to helping clients achieve their financial goals through customized investment strategies and solutions. With a room in his house described by his wife as "the Finance Museum", Adam brings the extra touch of finance nerd to the website with his Stock Certificate of the Month.
Chief Compliance Officer, Sr Wealth Advisor
Camaron Barta
A Chicago native who fell in love with Colorado while obtaining his Bachelors from University of Denver. Camaron really appreciates the Colorado lifestyle and enjoys many typical outdoor activities like golfing, skiing and the occasional brewery tour. Although, he still misses a good slice of Chicago deep dish pizza. Camaron has a passion for getting to know each of his clients and creating personalized wealth strategies to help them achieve financial success. As a Certified Financial Planner™ he looks to utilize his years of wealth management expertise to help clients improve their financial planning outcomes at BXM Wealth.
Sr Wealth Advisor
Ryan Jercinovic
Originally from Missouri, Ryan moved to Denver in 2007 and has spent the last 19 years helping clients navigate the complexities of wealth to build a better financial life. He works with individuals, families, business owners, and charitable organizations to develop straightforward, personalized strategies that secure their long-term goals. Prior to BXM Wealth, he managed approximately $600 million in client assets.
Ryan is a Certified Financial Planner™ and a Certified Wealth Strategist®, and holds a Bachelor's degree in Economics from the University of Missouri. A firm believer in lifelong learning, he has a passion for studying the world's greatest entrepreneurs — James Dyson, Estée Lauder, and Henry Kaiser among his favorites.
His free time is spent with his wife and daughter paddleboarding, snowboarding, hiking, ATVing, and traveling the world. You'll also find him on the basketball court every Sunday with a group of longtime friends.
Sr Financial Advisor
Timothy Harker
With over 18 years of financial services experience, Timothy has worked with families at every stage of their financial journey — from building their first real savings plan to managing complex multi-generational wealth. He is passionate about building meaningful relationships and helping clients gain clarity and confidence in their financial future. Timothy believes the best client relationships are built over time, and he's always glad to reconnect with anyone he's had the privilege of working with.
Born and raised in the Midwest, Timothy has always been passionate about family and finance. He lives in St. Louis with his wife and three children and enjoys coaching youth sports in his community. When he’s not on the court, you’ll likely find him adding to his extensive sports card collection.
Timothy holds a Bachelor of Science in Finance from Purdue University and an MBA in Finance from Wayne State University. A lifelong sports card collector, Timothy brings that same collector’s eye for value, history, and long-term perspective to his work with clients at BXM Wealth.
Timothy welcomes a conversation anytime — even if it's just to catch up.
Sr Financial Advisor
Brian Frew
Originally from California, Brian and his family moved to Colorado to fulfill their dreams of living in the mountains. Much of his free time is spent exploring the vastness of the Rockies via mountain bike, hiking, and overland travel. Bringing over 26 years of financial services experience to the BXM team Brian has worked to find investment solutions for small businesses, corporate entities, philanthropic organizations, and high net worth individuals. With prior oversight of $800 million of client assets, Brian's true passion has been working with families to provide long term financial planning and investment management solutions across multiple generations.
