A complete list of active advisors currently associated with BG Financial Advisors, LLC

Warmer can help you find a great advisor at BG Financial Advisors, LLC or one who fits your needs even better.

BG Financial Advisors serves individual clients and provides financial planning and investment management with an emphasis on retirement strategies. The firm delivers discretionary portfolio management through model portfolios and customized allocations while coordinating planning work with clients’ tax and legal advisors. The firm’s investment approach centers on asset-allocation model portfolios available via SEI Private Trust, supplemented by customized portfolios when appropriate, and draws on fundamental analysis, modern portfolio theory, technical and cyclical analysis. Accounts are monitored and rebalanced on an ongoing basis, and the adviser has discretionary authority to implement allocation changes consistent with client objectives. BG Financial Advisors is led by an adviser who holds a Juris Doctor and is a long‑standing member of the South Carolina bar (currently not practicing), and who also maintains ChFC and CLU designations, a background the brochure notes in the context of retirement and estate planning. The firm operates as a small, single‑advisor practice managing about $9.6 million for a limited number of individual clients and uses SEI Private Trust Company exclusively as its custody and model platform.

To learn more about the advisors currently working at BG Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.