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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

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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
02.18.26
Spencer Davies, CFP®

Roth Conversions and Backdoor IRAs: Are They Right for High-Earning Medical Professionals?

Blog
Wealth Management

Key takeaway: Roth strategies are less about chasing tax savings in any single year and more about creating long-term flexibility. When coordinated properly, they can reduce future tax pressure and...

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Multi,Colored,Usa,Map,Showing,State,Borders.,3d,Illustration.
02.17.26

Quadrupled SALT Deduction Limit Means More Taxpayers Will Benefit From Itemizing on Their 2025 Returns

Articles
Individual Tax & Planning

An important decision to make when filing your individual income tax return is whether to claim the standard deduction or itemize deductions. A change under the One Big Beautiful Bill...

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Depreciation,Schedule,Text,With,Alarm,Clock,And,Calculator,On,Wooden
02.17.26

To Maximize — or Not to Maximize — Depreciation Deductions on Your 2025 Tax Return

Articles
Business Owners
Business Tax

The deadlines for filing 2025 tax returns (or extensions) are fast approaching. Although most tax planning moves must be completed by December 31 of the tax year, there are some decisions...

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

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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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