BXM Wealth adds veteran advisor Ryan Jercinovic in Denver

BXM Wealth LLC has hired Ryan Jercinovic, CFP®, as senior wealth advisor in Denver, adding a 19-year veteran to its relationship-driven advisory team. The move comes as the independent RIA expands its high-touch model for clients with increasingly complex planning needs.

Why it matters: - BXM Wealth is adding senior talent as demand grows for personalized advice tied to retirement, tax, education and estate planning. - Ryan Jercinovic brings nearly two decades of experience and a client-first style to a firm built around low client-to-advisor ratios. - The hire reinforces BXM Wealth’s strategy of staying small on purpose while serving households that want direct access to advisors.

What happened: - BXM Wealth LLC welcomed Ryan Jercinovic, CFP®, as senior wealth advisor on July 16, 2026. - Jercinovic joins the Denver-based independent registered investment advisor after 19 years in the wealth management industry. - His prior practice managed approximately $600 million in client assets.

The details: - Jercinovic is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®. - His work covers the full arc of a client’s financial life, including retirement, tax, education and estate planning. - BXM Wealth says the firm was built to create a wealth management experience that cannot be scaled. - The firm says its team has more than six decades of combined industry experience. - BXM Wealth says it has managed more than $3 billion for more than 800 households. - The firm pairs a high-touch, team-based service model with personalized investment management. - BXM Wealth says Jercinovic’s disciplined approach to investing and focus on differentiated investment solutions fit the firm’s model.

Between the lines: - The hire signals that BXM Wealth is competing on relationships and planning depth rather than size. - Jercinovic’s background suggests the firm is targeting clients with more complex financial needs and larger, integrated portfolios. - Brian Frew, senior financial advisor at BXM Wealth, said Jercinovic matches the kind of advisor the firm was built to attract. - Jercinovic said he wanted to join an environment built on knowledge, trust, transparency and genuine personalization.

What’s next: - BXM Wealth is likely to continue leaning into its low-client-load model as it adds advisors and serves more sophisticated households. - The firm’s website is www.bxmwealth.com. - BXM Wealth’s LinkedIn page is here.

The bottom line: - BXM Wealth is using Jercinovic’s hire to deepen its bench and sharpen its pitch as a boutique, high-touch alternative in wealth management.