Solutions Overview
BGM: A Full Service Financial Solution
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 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.
reliable expertise, relational service
Our Approach
Establish Objectives
Analyze Your Situation
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.
Get To Know Us
