Aligning your business, personal and financial goals.
Tailored Financial Planning Strategies
Navigating the complexities of business growth and financial planning is no small task, and that's where we add value. Serving the DFW Metroplex, Texas, and clients nationwide, we specialize in business advisory services, financial planning, and retirement; investment strategies tailored for business owners, ...
Business Advisory
We don’t rely on generic solutions. We recognize that each client’s situation is unique, so we take the time to develop customized strategies that reflect the complexities of your business. Through detailed workshops and personalized advisory services, we help identify risks and opportunities, enabling you to ...
Building on a Legacy of Financial Advice and Guidance
Our story is shaped by generations of financial wisdom and community leadership, beginning with a deep commitment to both investing and serving others. With roots in a family that values responsibility and civic duty, we’ve built B|C Wealth Advisors with the same principles of integrity and care. Our founder’s ...
Team
Akili M. Johnson serves as the Senior Managing Director at B|C Wealth Advisors, bringing over three decades of experience in wealth management and business advisory. Akili has worked across a variety of financial sectors, from entrepreneurship to corporate roles, giving him a unique understanding of the financial needs of business owners, families, and institutions. As the founder and president of the Exit Planning Institute’s Dallas Chapter, Akili has helped thousands of entrepreneurs and executives plan for and navigate complex financial transitions, ensuring a smoother process for business succession, exit strategies, and generational wealth transfer.
Akili is deeply committed to continuous growth and community involvement. He serves as the Chairman of the Board for Creative Visions Social Services, a youth empowerment organization that focuses on developmental life skills and financial literacy. Through his leadership, Akili fosters a collaborative approach to financial planning and business advisory, ensuring that clients are empowered with the knowledge they need to make informed decisions. With his expertise, Akili has consistently helped clients maximize business value, reduce risks, and achieve long-term financial stability.
Professional Certifications and Licenses
- Series 7 General Securities
- Series 66 Securities Law
- General Lines Insurance – Life, Accident, Health
- Certificate In Financial Planning – Southern Methodist University
- Leadership Transformation Program – Initiative One Institute
- BBA | Finance | Accounting Abilene Christian University
Networks and Revenue Generation
- Exit Planning Institute Dallas Chapter (President)
- FFI Family Firm Institute1
- CVSS (Chairman of the Board 2025)