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Advising for impact by accounting for the future

Welcome to BGM – a nationally recognized collective of entrepreneurial-minded accountants, auditors, analysts, and advisors who leverage a full suite of financial services to provide present tense impact and future focused growth.

About Us
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Solutions

A Full Service Financial Solution

Leveraging decades of extensive expertise, insight driven strategy and relationship-centered service, BGM is your ongoing financial advisor for any present tense need or financial plan for your future. 

Our full suite of financial services ensures that whether your specific needs fall under the category of business solutions or personal financial planning, our diverse and innovative offerings make partnering with our firm a decision that simply adds up. 

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We Advise, You Advance

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Who We Serve

Financial Service that Takes You Into Account

Whether you’re a hardworking professional, a dedicated business owner looking to scale your success, or a wealth-minded individual attempting to financially map out life’s next fulfilling phase, BGM’s team of accountants, tax professionals, and wealth managers exist to serve as your trusted and ongoing financial advisors.

Our depth of knowledge and breadth of expertise allow us to enable clients just like you to circumvent complexities in compliance, accurately account for unknown variables as if they were known quantities, rapidly respond to ever-evolving regulation, and confidently construct paths to financial futures that actualize any personal goal or business milestone.

See the Full Scope of Who We Serve

Planning for tomorrow so you can focus on today

Latest Insights

All News & Insights
11.29.23

Solving the riddles of succession planning for family businesses

Articles
Business Owners
Family Office

Every established company will encounter challenges when confronting the thorny issue of succession planning. Family-owned businesses, however, often face particularly complex issues. After all, their owners may have to consider...

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11.28.23

Don’t forget to empty out your flexible spending account

Articles
Families
Healthcare
Family Office
Individual Tax & Planning

If you have a tax-saving flexible spending account (FSA) with your employer to help pay for health or dependent care expenses, there’s an important date coming up. You may have...

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11.22.23

Smaller companies: Explore pooled employer plans for retirement benefits

Articles
Business Owners
Business Tax
Retirement 401k

Most businesses today need to offer a solid benefits package. Failing to do so could mean falling behind in the competition to hire and retain talent in today’s tight job market....

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Need some help? We have solutions for whatever you’re growing through.

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Seeking a rewarding career? There’s a wealth of opportunity to explore at BGM.

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright © 2023 |

A Member of MGI North America

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Don’t worry, you’re in the right place.

Welcome to BGM360.com. As the needs of our clients evolve, we’re committed to evolving alongside them, combining the capabilities and exceptional customer experience of Boeckermann Grafstrom & Mayer, Bridge West, and BGM Wealth Partners into a new firm called BGM. At BGM, you can continue to expect the same personalized service and relationships you value in the form of a more seamless, one-stop-shop for financial solutions that fulfill any need.

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