Slide background

Where is

Your Life

Taking You?


At BAI we commit to helping you understand where you want your life to take you and how to get there. We do that by engaging our clients with objective and comprehensive financial counseling, designed and tailored to you and your family so that you end up with a customized plan you can look at daily.

For our existing clients, please click on “Account View” and sign in to your confidential portfolio management room.

For new visitors and prospective clients, we invite you to tour our web site to learn more about our services, our fee compensation plan and our team.

BAI Financial has been around for over 40 years and we are set up to be here in the future to serve you.

Thank you for visiting BAI Financial, and please feel free to contact me if I can be of any help.


Richard Balkcom


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.


Geoff Balkcom may only discuss and/or transact securities with residents of the following states: CO, DE, FL, GA, MA, NC, NJ, NM, NY, PA, RI, TN and VT.