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

Our core values are what guide our daily actions with co-workers, clients, partners, vendors and the communities we live in.

01 Own It

We are honest, accountable and take responsibility with all those we interact with.  In action we will:

  • Do what we say we will do, on time
  • Be responsible for our work from start to finish
  • It’s okay to make mistakes; own it and learn from it
  • Participate and step-up without being asked
02 Take Pride

We find joy in the purpose our work and interactions bring to those around us.  In action we will:

  • Notice the positive impact we make in each other’s lives
  • Bring a positive attitude to those we encounter
  • Have a strong commitment to doing our best
  • Strive for excellence
03 Seek Solutions

We stay relevant in our relationships by seeking to understand unmet needs.  In action we will:

  • Ask questions to better understand
  • Listen actively and find solutions
  • Collaborate to generate and bring forward new ideas
  • Challenge the way we work to make it more efficient, effective and of greater value
04 Care

We engage in relationships of mutual respect that are built on kindness, sharing, and understanding.  In action we will:

  • Assume the other person has the best intentions
  • Be flexible and adaptable, striving for mutually beneficial outcomes
  • Be there to support and help others; make their day
  • Give the gift of feedback
05 Evolve and Grow

A key to our success is continuous learning and growth of the individuals and our business.  In action we will:

  • Contribute to the growth of the organization through the growth of our individual talents
  • Seek opportunities for learning and development; be curious
  • Create an environment where learning is playful and fun
  • Recognize when change is the right answer

View Our Values in Action

glasses sitting on a notepad next to a laptop

Think We'd Get Along?

conference room

“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.