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Brent G

Series 65, Series 63

Conshohocken, PA

BTG Capital LLC

Brent Gomer is a financial advisor at BTG Capital LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Distribution, Inc. and Houlihan Lokey Capital, Inc. since beginning his career in 2017. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individuals and organizations, serving both non-high-net-worth and high-net-worth clients. The firm uses a combination of passive and active investment strategies and conducts regular portfolio reviews, operating on a fee-only basis with a focus on longer-term holdings.

Business ownership considerations Debt management College savings (529s, UTMA, etc.) General retirement planning
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Troy G

CFP®, Series 63, Series 66

Conshohocken, PA

BTG Capital LLC

Troy Gomer is a CFP® professional at BTG Capital LLC with three years of industry experience. He previously worked at The Vanguard Group, Inc. for two years before joining BTG Capital in 2025. BTG Capital LLC provides wealth management, financial planning, and retirement plan consulting to individual and institutional clients. The firm combines passive and active strategies using various analytical approaches and offers both ongoing portfolio management and project-based planning engagements.

Business ownership considerations Debt management College savings (529s, UTMA, etc.) General retirement planning
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