Financial Planning. We help our clients make informed financial decisions through sound advice and comprehensive technology. Financial planning is a vast subject, and every situation is unique. Through our "Plan Your Story Process," we partner with you to build strategies to help you manage your personal goals. But we don't stop there. We also help you execute those strategies and provide data to help you see your progress. Our fees vary for financial planning, but the first "FIT" meeting is always at no charge.
Through Financial Planning, we help our clients:
- Build wealth
- Budget for goals like college, weddings, vacation homes, and retirement
- Protect their family and those they care about
- Spend your wealth efficiently once you retire
- Give to causes they care about
- Transfer your wealth as we plan your legacy
Investment Management. BMG Advisors does the investment research for you. Our active portfolio management process leverages our relationships with LPL Financial, multiple third parties, and dozens of asset managers to pursue our stated goals. Our investment policy aligns your investment proposal with the intended goal while carefully considering the following factors:
- Managing investment costs
- Managing risk that is commensurate with your desired risk profile
- Focusing on portfolio income to assist with market volatility and income needs
- And because we believe in transparency, you'll always know your fees with us
Relationship Management. Our clients leverage us to guide them to many other resources and professionals. Think of us as a "hub" to be connected to other valuable resources, including other business professionals such as:
- Certified Public Accountants
- Attorneys
- Medical Professionals
- And others! We take pride in connecting our community!
Building Toward Retirement
Getting started on your story? We'll help you head in the right direction.
Currently Enjoying Retirement
Retirees need strategies to know where and when to take their income. We do this every day at BMG.
Small Business Owners
We get it. We're business owners too. BMG can advise you on retirement plans, group benefits, capital gains, and executive compensation plans.
Professional Athletes
You're about as unique as they come. BMG helps our professional athletes seek to build and maintain their wealth. Let's put a plan together with the objective of making your wealth last.