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Plan Your Story

Plan Your Story

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 believe we're different than most financial planning firms. Take a look around, and get to know us below.

Get to Know Us
HAVE YOU PLANNED FOR YOUR STORY?

HAVE YOU PLANNED FOR YOUR STORY?

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.

Who We Are
SmartVestor Pros

SmartVestor Pros

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!


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Prologue: Subscription Based Advice

Prologue: Subscription Based Advice

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.




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What We Do

What We Do

We create strategies tailored to your goals.

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Mission

Mission

We Believe in Doing Things with Purpose

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Team

Team

We are a true team. Everyone works together, not in competition.

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