Biddle Capital Management (BCM) was established in 1996 with an eye toward fee based investments and financial advice that was focused on the client. As the fiduciary concept evolved, so did BCM. In 2005, BCM Wealth management and BCM Retirement Solutions were created as divisions of BCM. Since that time the company has expanded in client numbers, assets under management and staff.
G. David Biddle, AIF® founded Biddle Capital Management (BCM) in 1996 after several very successful years at a traditional sales based financial firm. BCM was started to focus on fee based investment and financial advice that was focused on the client. Dave was an advocate for the fiduciary concept that was budding in the late 1990’s. The early client focus was on retirees and pre-retirees to provide them with independent client focused advice for a secure future.
As the fiduciary concept grew and the investment management process at BCM matured there was an obvious link with ERISA 401(k) retirement plan management. Dave was one of a limited number of advisors who were serving retirement plans as a fiduciary. Eventually BCM Retirement Solutions was established as a division of BCM to support and help manage 401(k) plans. A specific division was needed to develop and support all the complex fiduciary requirements of retirement plans. After the 2006 ERISA law amendments that brought 403(b) plans into similar compliance with 401(k) plans, Dave began to educate and assist nonprofit 403(b) plan sponsors in upgrading their plans. The culmination of the work with retirement plan was published in Dave’s book Managing Retirement Plans in 2016.
The BCM fiduciary investment management process that started in 1996 has been upgraded and improved upon as tools and fiduciary concepts have developed. The BCM fiduciary process is used for both individual clients and retirement plan clients today resulting in advice and management that is independent and client focused.
Dave has been a featured speaker and author who is passionate about educating retirement plan sponsors on both their compliance requirements and best practices to better their 401(k) plan.
Recent speaking events:
Brandywine 403(b) workshop – founder and presenter
Delaware Association of Independent Schools
Pennsylvania Association of Independent School Business Officers Association
Brandywine 401(k) workshop – presenter
Various presentations for CPA and Legal firms in the mid-Atlantic region
Joe Sailer is the Director of Operations at BCM. Joe assists the firm with strategic planning initiatives and overall firm management, including business development and marketing. He also works to enhance client experience and improve internal operations and efficiencies.
Joe brings over 20 years of experience in both the non-profit and for-profit business arenas. Most recently, Joe held dual roles as CFO and Director of Enrollment at an independent day school in Chester County, Pennsylvania. He currently serves as a member of the Board of Directors for "Mount Harmon Plantation", one of Maryland’s most beautiful historic sites located on the Sassafras River in Earleville, Maryland.
Joe and his wife reside in Greenville, DE and have 2 children. Outside of work, Joe enjoys boating on the Chesapeake Bay, hunting, mountain biking and spending time with his family.
Damon Nickle is a Financial Advisor and Retirement Plan Specialist at BCM Wealth Management and BCM Retirement Solutions. He holds a degree in Economics from Villanova University School of Commerce and Finance, class of 1990, graduating Magna Cum Laude.
Damon has over 20 years of experience and enjoys working with individual clients as well as owners and executives of small and mid-sized companies. His experience in consulting, sales, marketing, finance and investments provides him the breadth to service clients in an independent manner that is client-focused.
Damon lives in Delaware County, PA with his wife and his two sons. His favorite hobby is building, repairing and racing old muscle cars. He and his family also support several charities including the B+ (“Be Positive”) Foundation that aids children and their families stricken with childhood cancer.
Matt Tendler is one of our Client Service Representatives at Biddle Capital Management. He has 4 years of experience at BCM, working with our clients and mastering our internal systems. Matt is also a successful business owner, “The Goalie Doctor”, and a NCAA DIII Men’s Ice Hockey head coach and assistant athletic director at Neumann University in Aston, PA. Matt enjoys sailing and golf in the summer and ice hockey and skiing in the winter. Matt graduated with a double major in accounting and business from Neumann University in 2012.
Dennis R. Stancoven is a senior advisor and retirement plan specialist for BCM Wealth Management's South Carolina offices.
With over 35 years of business experience, Dennis brings a wealth of knowledge and financial expertise to the firm. He specializes in developing pension plan solutions as well as assisting individual clients.
Dennis and his wife and son enjoy living in the coastal Myrtle Beach area of South Carolina.
Diane Lushbaugh is our Client Services Manager at BCM Wealth Management. Diane joined the firm in 2006 and is actively involved with clients, advisors and service providers. Her primary responsibility is the day to day operations of the firm. Diane graduated from Goldey Beacom College with a double major in accounting and finance.
George Jones is a Financial Advisor and Retirement Plan Specialist at BCM Wealth Management and BCM Retirement Solutions. He holds a BS in accounting and an MBA in finance from Widener University and has taken numerous courses at The American College.
George has over twenty-seven years of experience. George was a co-founder and president of Rich Investments, Inc. and a partner and co-founder of Compass Financial Advisors, LLC. George has a strong tax background, having worked in Public Accounting and being a former IRS agent. George’s financial planning, investment, consulting, accounting and tax experience provides him the depth and experience to guide his clients through their financial, investment and retirement planning.
George is a member and past president of the Rotary club of Central Delaware County and is a board member of the Bucks County Organization for Intercultural Advancement (BCOIA), an organization that funds and supports numerous schools throughout Guatemala.
George lives in Delaware County with his wife and two dogs. He has three daughters and nine grandchildren. He spends his spare time with his family (Children and grandchildren) and at his shore home in Ocean City, NJ.