Primary Location

7900 International Drive Suite 800, Bloomington, MN 55425

What to expect in the first meeting

When we first connect, our initial call will focus on learning about your situation, discussing what you're looking for in a financial advisor, and determining if we're a good mutual fit. If we decide to move forward, our first formal meeting is where we dig deeper into your goals, current financial picture, and the specific challenges you're facing, whether that's navigating equity compensation, planning for a liquidity event, or building a comprehensive wealth strategy. I'll also walk you through how BGM works with clients like you and outline what a potential engagement might look like, so you have a clear sense of next steps and how we could serve you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About BGM

BGM partners with clients to provide integrated solutions across all aspects of their financial lives. Through our wealth management division, we deliver personalized financial planning and investment advisory services to individuals, couples, and families nationwide.

Based in Bloomington, Minnesota, with additional offices in Sauk Centre, MN; Naples, FL; Longmont, CO; and West Des Moines, IA, BGM operates as a fee-only fiduciary in our wealth management services, meaning we are legally and ethically obligated to act in our clients' best interests at all times. Our financial advisors work collaboratively with clients to develop customized strategies to align with their unique goals, risk tolerance, and life circumstances.

Our wealth management approach centers on building long-term relationships founded on trust, transparency, and proactive communication. We serve as a dedicated partner in helping clients navigate complex financial decisions, from investment portfolio construction and tax-efficient wealth transfer strategies to retirement income planning and risk management.

Who We Serve

BGM's wealth management division works with a diverse range of clients who value comprehensive, fiduciary financial advice:

Startup Founders and Employees: We help entrepreneurs and early-stage company employees navigate equity compensation, stock options, restricted stock units (RSUs), and liquidity events while building diversified wealth outside their company holdings.
Business Owners: Our advisors partner with business owners to coordinate personal wealth planning with business succession strategies, exit planning, tax minimization, and legacy objectives.
Executives and Corporate Leaders: We provide planning for executives managing complex compensation packages, including deferred compensation, executive bonus plans, and stock-based incentives.
Medical Professionals: Physicians, dentists, and healthcare practitioners may benefit from our specialized guidance on practice transitions, student loan strategies, malpractice insurance, and retirement plan design.
Attorneys and Professional Service Providers: We understand the unique challenges facing legal professionals and offer tailored solutions for irregular income patterns, partnership transitions, and professional liability considerations.
Retirees and Pre-Retirees:Our retirement planning is designed to help clients confidently transition from wealth accumulation to distribution, optimizing Social Security, pension decisions, healthcare planning, and sustainable withdrawal strategies.
Families Building Generational Wealth: We work with multi-generational families to coordinate education funding, charitable giving, estate planning, and values-based wealth transfer.
Young Inheritors and Next-Generation Wealth Holders: We provide financial education and guidance to help younger clients manage inherited wealth responsibly while establishing their own financial independence.

What Sets BGM Apart

Integrated Services Platform: Unlike standalone advisory firms, BGM clients can access a full suite of services, including wealth management, CPA advisory, outsourced accounting, retirement and 401(k) solutions, trust and estate services, and boutique M&A advisory—all under one roof. This integration enables coordination among investment strategy, tax planning, estate considerations, and business objectives to help provide more efficient and effective wealth management.
Fee-Only, Fiduciary Standard: Our wealth management division operates exclusively on a fee-only basis, earning compensation solely from client fees rather than commissions or product sales. This structure helps minimize conflicts of interest so that our recommendations are aligned with client goals. As fiduciaries, we are legally bound to prioritize our clients' interests above our own in every decision and recommendation.
Customized Investment Strategies: We reject one-size-fits-all portfolio models in favor of personalized investment solutions tailored to each client's specific circumstances, time horizon, risk capacity, and preferences. Our disciplined approach combines strategic asset allocation with tactical adjustments, tax-loss harvesting, and ongoing portfolio optimization.
Proactive Communication and Service: Our advisors maintain regular contact with clients through scheduled reviews, timely updates, and responsive availability when questions arise. We believe financial planning is an ongoing conversation, not an annual meeting, and our service model reflects this commitment.
Local Expertise with National Reach: While headquartered in Bloomington, Minnesota, our multi-state presence allows us to serve clients wherever they are located. Our advisors understand regional considerations while accessing national investment platforms and planning tools.

Frequently Asked Questions

What types of clients do you typically work with?
BGM's wealth management services are designed for a diverse client base, including startup founders navigating equity compensation, business owners coordinating personal and business finances, corporate executives managing complex benefit packages, medical professionals planning practice transitions, attorneys preparing to transition out of their careers, retirees optimizing income strategies, families building generational wealth, and young inheritors managing inherited assets.

What areas do you serve?
Our primary office is located in Bloomington, Minnesota (7900 International Drive, Suite 800, Bloomington, MN 55425), serving the greater Minneapolis-St. Paul metropolitan area and throughout Minnesota. We maintain additional offices in:

Sauk Centre, MN (512 Main Street South, Sauk Centre, MN 56378)
Naples, FL (999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108)
Longmont, CO (1714 Duchess Drive, Longmont, CO 80501)
West Des Moines, IA (6601 Westown Parkway, Suite 250, West Des Moines, IA 50266)

While we have physical locations in these communities, we serve clients everywhere through virtual meetings and digital communication tools, allowing us to work effectively with clients regardless of their location.

What does fee-only fiduciary mean?
Fee-only means BGM earns compensation exclusively through fees paid directly by clients for our wealth management advisory services. We do not receive commissions, referral fees, or compensation from third-party product providers. This structure helps to eliminate the inherent conflicts of interest present in commission-based models, where advisors might be incentivized to recommend products that generate higher compensation rather than those best suited to client needs.

Fiduciary means we are legally and ethically required to act in our clients' best interests at all times. This is the highest standard of care in the financial services industry. As fiduciaries, we must disclose any potential conflicts of interest, provide transparent fee information, and recommend strategies and investments based solely on what serves our clients' objectives.

Together, the fee-only fiduciary model means that our success is directly tied to our clients' success, creating alignment and helping to eliminate the question of whether advice is motivated by our clients' interests or our own compensation.

Can you help me manage my investments?
Yes, investment management is a core component of our wealth management services. BGM provides comprehensive portfolio management, including asset allocation strategy, security selection, ongoing monitoring and rebalancing, tax-efficient implementation, and performance reporting.

Our investment approach is personalized, beginning with a thorough understanding of your financial goals, time horizon, risk tolerance, tax situation, and liquidity needs. From there, we construct a portfolio designed to pursue your objectives while managing risk appropriately. We utilize a diversified mix of asset classes, which may include stocks, bonds, alternative investments, and other securities, depending on your specific circumstances.

Our investment recommendations are made within the context of your complete financial picture, considering tax implications, estate planning objectives, and cash flow needs.

Education

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

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