Jake Thibault, CFP®

Venture-Minded Wealth Management for Founders and Early Employees

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BGM Jake Thibault, CFP®

Bloomington, MN

Serving Clients Nationwide

Venture-Minded Wealth Management for Founders and Early Employees

952.844.2536

Website

Areas of Focus

Compensation Planning
Employee Stock Options
Equity Compensation Options
Estate Planning
Exit Planning
Financial Life Planning
High Net Worth
Investment Management
Multi-Generational Wealth
Owning a Business
Retirement Planning
Retiring Early (F.I.R.E)
Tax-Smart Distribution Planning
Taxes

About Jake Thibault, CFP®

Jake Thibault is a Financial Advisor at BGM who helps clients make confident, informed decisions around their finances and investments. He works closely with individuals and families to develop thoughtful strategies that align with their goals, values, and long-term vision.

Jake brings experience from both investment banking and hedge fund environments, where he developed a strong analytical foundation and a disciplined approach to problem-solving. At BGM, he enjoys translating complex financial concepts into clear, practical guidance that helps clients feel empowered about their financial lives.

Jake Thibault, CFP®, works closely with startup founders, early employees, and late-stage venture insiders as they navigate complex financial moments tied to growth, liquidity, and change. At BGM, he leads the firm’s venture-focused wealth management work, partnering with clients who are balancing opportunity, risk, and long-term priorities. His work focuses on building a clear plan to navigate liquidity events, optimize taxes, diversify wisely, and make confident next moves. Jake brings a strong analytical background to his work, shaped by experience as a hedge fund intern and an equity research associate at an investment bank. That foundation informs his ability to engage with both the numbers and the real-world decisions his clients face. He collaborates with fellow financial advisors at BGM, contributing research, strategy, and service support across the firm. A CERTIFIED FINANCIAL PLANNER ® professional, Jake integrates comprehensive planning with a fiduciary responsibility to clients, bringing structure, discipline, and perspective to his work. Based in the Minneapolis–St. Paul area, Jake a lives in Chaska with his wife, Grace, and their mini bernedoodle, Milo. They volunteer at Westwood Community Church, and in his free time Jake enjoys golfing and caddying at Hazeltine National Golf Club. When he is not working or on the course, he can often be found on the lake with friends and family.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®

Affiliations

CFP Board

Primary Location

7900 International Drive Suite 800, Bloomington, MN 55425

Video

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About BGM

Your life is busy enough without the added complexity of managing your financial health and wealth. At BGM, our Wealth Management advisory team provides comprehensive financial planning designed to help clients worry less and enjoy life more.

Our Expertise

We simplify the process of planning for and achieving financial goals, both today and in the future. Through financial planning, tax planning, investment strategy, retirement planning, and holistic wealth management, we bring the insight, tools, and guidance clients need under one roof. Our goal is to ensure that what compounds over time is opportunity and progress, not stress or uncertainty.

At BGM, wealth management is part of a broader set of services. Clients may also benefit from BGM’s trust services, accounting and tax expertise, and mergers and acquisitions advisory through specialized teams within the firm.

How We Help

We work with clients throughout the Minneapolis–St. Paul area and beyond Minnesota who value customized financial planning and a long-term relationship with a trusted wealth partner who acts in their best interests.

Our team frequently works with high-net-worth individuals and families, including:

▪️ Startup founders and early employees navigating liquidity events

▪️ Business owners seeking to protect and diversify their wealth

▪️ Executives seeking to maximize their compensation and benefits

▪️ Families planning for multigenerational wealth transfer

▪️Retirees focused on sustainable income and long-term financial security

The BGM Benefit

At BGM, we go beyond traditional financial planning and wealth management services. Clients are supported by a dedicated advisory team and benefit from a hands-on, proactive approach. Through timely advice, personalized solutions, and close collaboration, we deliver an experience designed to support long-term success and peace of mind

Education

University of St. Thomas, Bachelor of Arts - BA, Finance

Hobbies and Interests

Animals
Basketball
Boating
Church
Exercising
Family
Football
Golf
Hockey
Reading
Sports
Traveling
Working Out

SEC Lookup

View Disclosure

Who We Serve

Airline Pilots
Attorneys
Baby Boomers
Business Owners
Corporate Executives
Couples
Dentists
Dual Income Family
Entrepreneurs
Families
Financial Independence Retire Early (FIRE)
Gen X
Gen Y / Millennials
Gen Z
Healthcare Professionals
Individuals
Investors
Living in Retirement
Parents
Physicians
Real Estate Agents
Sales Professionals
Startup Employees
Technology Professionals

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