Braelyn Beiler

Braelyn Beiler

Paraplanner, Wealth Management

Braelyn Beiler

Paraplanner, Wealth Management

Braelyn Beiler is a Paraplanner with BGM Wealth Management. In her role, she supports Financial Advisors by gathering and analyzing client information, assisting with the development of financial plans, and helping prepare recommendations tailored to each client’s goals and financial situation. As a member of the wealth management team, Braelyn contributes to the planning process by helping advisors provide clients with thoughtful guidance and clear information to support informed financial decisions.

Braelyn joined BGM Wealth Management as a Financial Planning Intern in 2025 and transitioned into her current role after gaining hands-on experience working alongside advisors and supporting client service and financial planning initiatives. She is committed to helping clients pursue their goals while reducing financial stress and uncertainty.

A graduate of the University of Wisconsin–River Falls, Braelyn earned a Bachelor of Science degree in Finance with a minor in Economics, graduating Summa Cum Laude. She is currently pursuing her MBA and completing Boston University’s Financial Planning Program, further strengthening her knowledge of financial planning and wealth management.

Areas of Expertise

Education, Credentials, & Honors

  • Bachelor of Science in Finance, University of Wisconsin–River Falls

“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.