Broker Check


Real financial planning is a harmony of art and science. Of course, the "people side" is invaluable, but we back it up with WealthVision, an extremely powerful financial planning software that helps us help you make more informed financial decisions.

Meet the Millers, a fictitious client of BMG.

Meet the Miller's, a fictitious client at BMG.

Frank and Joanna use the Empowered level of BMG Prologue. Their subscription gives them access to WealthVision, managed by the team at BMG. We've loaded all their financial data into one, mobile-friendly place, so they can have the confidence of seeing their financial story on demand.

WealthVision Allows Us to Make Smart Decisions Together

WealthVision Allows Us to Make Educated Decisions Together

After learning more about this couple, we helped to put a numeric value on their hopes and dreams for the future and organized these and other considerations into their personalized plan. One of the great parts of WealthVision is how it "aggregates" your different accounts from all over, and stores them in one easy place.

Are the Miller's on track? 

Are the Miller's on track? 

It looks like they are! WealthVision runs thousands of different scenarios over their future lifetime. (The fancy name for this is

a Monte Carlo simulation.) Based on the tested scenarios, the software gives Frank and Jo a "probability of success" score.

And in this case, they're looking good.

This sample hardly touches the surface of what BMG Advisors and WealthVision can do when you work with BMG Advisors. Unlike the old days of financial planning, Prologue and WealthVision allow you to continuously update your plan. Over time, your story will take unplanned twists and turns, and we will be there alongside you, coaching you through it. That's the beauty of life. Let's plan for it together.

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Prologue is a subscription model for financial planning services, which are offered through LPL Financial, a Registered Investment Advisor. Payment for these services is facilitated through AdvicePay, a fee-processing platform for LPL Financial Advisors. AdvicePay , BMG Advisors and LPL Financial are separate entities.

IMPORTANT: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.