Advising for impact by connecting personally and reducing uncertainty

Welcome to BGM – a nationally recognized collective of entrepreneurial-minded 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.

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.

Planning for tomorrow so you can focus on today

Latest Insights

All News & Insights

Cartoon, Small business, hand holding small building,

05.18.26

What’s a “Small Business,” and Why Does it Matter?

Articles

Business Owners

Business Tax

Although your business may seem big to you, you may wonder how the government classifies it for tax purposes. If your organization qualifies as a “small business,” you may enjoy...

Rescheduling and DEA Registration: Q&A with Calvin Shannon of BGM and Hannah King, Esq. of Dentons

Webinar

Cannabis

Wednesday, May 27 at 12:00 p.m. CT from 12:00 – 1:00 PM CT On April 23, 2026, the Department of Justice (“DOJ”) issued an order placing FDA-approved marijuana products and...

Planning Beyond Money: Relationships, Transitions, and Meaning with Dr. Meghaan Lurtz (Ep. 6)

Podcast

Money decisions often feel logical, but the emotions behind them tell a very different story. Why do families avoid the hardest conversations, even when they matter most? And how can...

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