Solutions Overview

BGM: A Full Service Financial Solution

post it notes on window

More Results, Less Runaround

It doesn’t take a degree in accounting to know that having one ongoing partner fulfilling all of your financial service needs is more efficient than engaging with multiple firms. Whether it’s auditing and accounting support, tax preparation and planning, wealth management, or tailored advising for your business or personal growth strategy, BGM offers everything you need from a single source to get you the results you want with less of the runaround.

Explore Business Solutions: Here for Any Phase You’re Growing Through

BGM exists to serve and advise you through any phase of your business growth journey. Need a financial plan to start up and get your venture off the ground? Looking for a strategy to effectively scale the success you’ve built? Trying to put a succession plan in place so you can hand over the reins with greater peace of mind? Whether it’s starting, scaling, succession planning or any leg of your business journey in between, we’re here to transcend transactional service and provide you with ongoing support and strategic expertise to help you with any phase you’re growing through.

conference room

Explore Personal Solutions: Financial Advising from Every Angle

At BGM, we look beyond just investments. Through our comprehensive financial advising, we strive to help clients from our backyard in the Minneapolis-St. Paul area and throughout the nation to live better lives with less stress and more financial freedom.

Our breadth of accounting and advising offerings combined with our exceptional depth of experience allow BGM to provide you with a more panoramic financial picture. We’re always here to help clients like you build better financial habits for today, carefully invest for tomorrow, manage wealth, demolish debt, and accurately account for assets, both tangible and intangible.

We want you to consider us as an extension of your family, providing guidance that encompasses your life holistically. We act as your family’s financial back office so you can spend more time on what matters most to you and enjoy true, lasting wealth.

computers at a table

reliable expertise, relational service

Our Approach

Our process is an ongoing one, adapting to the changes in your life and helping you discover your goals, analyze your situation, and implement your personalized strategies.
Establish Objectives
We’ll guide you through a process that helps identify the goals that are most important to you, whether personal or financial.
Analyze Your Situation
We’ll assess where you are today and uncover any possible roadblocks between you and your goals.
Provide Advice

We provide the advice you need to make informed decisions and establish required action items. 

Implement Strategies

We work closely with you to manage and coordinate your total financial life in a way that fits with your goals and values.

Monitor and Adjust

We meet with you throughout our relationship to assess any changes in your life and make necessary adjustments to your investment, tax and wealth management strategies.

“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.