Bill Friederichs

Bill Friederichs, CFP®

Financial Advisor, Wealth Management

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Bill Friederichs, CFP®

Financial Advisor, Wealth Management

Bill Friederichs has had many gratifying moments in his career as a financial advisor—but his favorites have come when he has helped assure anxious clients with the comfort of knowing that they and their finances were being handled with care. As a Financial Advisor, Bill works with our clients to clarify their goals and dreams, and then puts a financial plan in place to help them achieve their objectives.

Bill has had a lifelong interest in personal finance and got started in investing when he was just a teenager. After studying accounting and finance at Moorhead State University, he launched his career in financial services, providing comprehensive planning for clients ranging from entrepreneurs to medical professionals. Today, he builds plans to help meet clients’ diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis.

Outside of work, the Lake Elmo resident stays busy with his family and in the community. Bill is a frequent volunteer, serving meals to the homeless and has coached soccer and softball for years. He also enjoys skiing, biking, and traveling, especially to the Caribbean.

Areas of Expertise

Education, Credentials, & Honors

  • Bachelor of Science in Accounting, Business Administration and Finance, Moorhead State University


  • Member, Financial Planning Association (FPA)

“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.