Who We Are

A Storied Tradition of Setting the Trend

the office building where BGM is located

From our firm’s inception in 1982 by Daniel A. Boeckermann and Brad E. Mayer, to its eventual merger with James A. Graftstrom a decade later, all the way to the present day, BGM has been fueled by an entrepreneurial spirit throughout every era of our history.

We’ve understood from day one that, in order to provide an unmatched level of service, our firm would need to match the energy of our clients’ persistent pursuit of innovation and growth. To this end, we’ve continually committed ourselves to setting the trend in relational service, smart solutions, and future focused strategy.

From the creation of our wealth management group, to the founding of a dedicated trusts division, to acquisitions of highly specialized firms in the areas of cannabis, technology, and beyond; we’ve spent decades of careful building to bring together One BGM as a full service financial solutions source able to address the needs of today and prepare for the challenges and goals of tomorrow.

So whether it’s in the form of audit, assurance, accounting, advising, or any other of the specialized services we provide, advancing the growth and goals of those we serve has always been, and will always be, the central thread throughout the story of our firm.

Our Values Guide Everything We Do

We have six core values that guide our business and how we work with each other.
01 Integrity
We’re honest and trustworthy with all those we interact with. In action we will:
  • Maintain confidentiality and work to earn trust
  • Take ownership and honor commitments
  • Always do what’s right and own and correct mistakes when made
  • Speak our truth, say yes when we can, and say no when we cannot
02 Service-minded
We act positively in each interaction to create a sense of well-being. In action we will:
  • Listen actively and find solutions
  • Work from a collaboration mindset, setting aside personal agendas for the greater good
  • Bring a positive attitude to all those we encounter
  • Empower each other to solve problems on the spot
03 Evolving and Growing
A key to our success is continuous learning and the growth of individuals and our business. In action we will:
  • Embrace change as a stimulant to learn, develop and grow
  • Take personal risks to learn and encourage the same in others
  • Facilitate the change all clients go through in our relationship with them
  • Create an environment where learning is playful and fun
04 Innovative Solutions
We maintain relevance by bringing unique and innovative solutions to unmet needs to add value to our relationships wherever we see an opportunity to do so. In action we will:
  • Challenge the way we work to make it more efficient, effective and valuable
  • Proactively generate and pursue new ideas
  • Collaborate, brainstorm, and innovate with co-workers for the betterment of the client and our business
  • Create new services to provide added value to current clients
05 Caring Relationships
We engage in relationships of mutual respect that are built on kindness, sharing, and understanding. In action we will:
  • Be flexible and adaptable, striving for mutually beneficial outcomes
  • Focus on how to make the client’s day
  • Assume the other person has the best intentions
  • Be there to support and help others, even when it is not personally convenient
06 Quality and Timely Services
We deliver quality work on a timely basis with all those we interact with. In action we will:
  • Provide timely, world-class-quality advice
  • Anticipate the next question to be asked and answer it before it is asked
  • Do what we say we will do, on time
  • Approach solutions from the perspective of the best interest for the client and of the people we work with

View Our Values in Action

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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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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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