Everyone has a story. Some take the time to plan for it. At BMG Advisors, we work to help you plan your financial goals to help your story come to life.
We're very excited to launch a new, Subscription-based Financial Coaching Service. Learn more about Prologue below.
With the combined experience of BMG Advisors, we’ve seen a lot. But perhaps the most important lesson we’ve learned after helping hundreds of clients is everyone’s story is different. Some people have been preparing for retirement for years. Others are just getting started. BMG serves both, and everyone in between.
There’s nothing we enjoy more at BMG than helping clients plan their story. From birth to college, and from weddings to retirement, life happens. We can help you seek to put the right strategies in place to be as best prepared as you can be. Join us. Let’s plan your story.
Not only are we SmartVestor Pros, but we believe in Dave Ramsey's principles ourselves! And, as Dave would say, "we're doing better than we deserve." No matter what "baby step" you're on, we're happy to help if you have any questions. Feel free to browse around, or you can even take the quick quiz below and our will reach out to you however you prefer. Also, meet Steve Minshull. He's a SmartVestor Pro!
We built Prologue for the next generation of clients. Just because you don't have a large nest egg doesn't mean you can't get transparent, objective advice. Every story
needs a great beginning. Start with Prologue.
We create strategies tailored to your goals.
We Believe in Doing Things with Purpose
We are a true team. Everyone works together, not in competition.