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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
01
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

02
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
Close up view of professional business woman working on laptop computer writing notes in notebook at work in corporate office.
08.11.26

BGM Webinar: A Fireside Chat with Kevin Gordon, Schwab Center for Financial Research

Webinar

Tuesday, September 15, 2026 12 to 1 p.m. CT   You’re encouraged to share this event with friends, colleagues, and family members. We’re honored to welcome Kevin Gordon, Head of...

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Mastering the 360 Mindset with Jon Meyer artwork
08.11.26
Jon T. Meyer, CFP®

Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10)

Podcast

Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already disappeared. In this episode, Jon Meyer sits...

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Person holding a disability accessibility symbol beside stacks of money, representing the financial and tax implications of disability benefits.
08.11.26

Disability Benefits May Have Income Tax Consequences You Don’t Expect

Articles
Individual Tax & Planning

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified...

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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.

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A Member of MGI North America