Broker Check

What do we mean by "Plan Your Story?" 

At BMG Advisors, we help people in three primary categories: Financial Planning, Investment Management, and Relationship Management. These are very distinct things, and they should not be confused. 

What do we mean by "Plan Your Story?"

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
Client Centered

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
Client Centered

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!

Our Clients

Broadly, our clients tend to fall into one of four categories, each with their own unique circumstances. With BMG's team of professionals and Certified Financial Planners, we have the talent and tools to help.

Building Toward Retirement

Building Toward Retirement

Getting started on your story? We'll help you head in the right direction and avoid the pitfalls along the way.

Currently Enjoying Retirement

Currently Enjoying Retirement

Retirees need strategies to know where and when to take their income. We do this every day at BMG so you you don't need to worry about a volatile market.

Small Business Owners

Small Business Owners

We get it. We're business owners too. BMG can advise you on retirement plans, group benefits, capital gains, executive compensation plans, and what to do when you have an exit.

High Net Worth

High Net Worth

You've built your wealth, and your needs are different. BMG customizes your strategy to fit your unique needs. From private equity to alternatives, estate planning to giving, we are your partners for life.