A complete list of active advisors currently associated with BG Financial Planning

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

BG Financial Planning provides fee-only financial planning and investment advice to individuals and small businesses through limited-scope and comprehensive planning engagements billed on an hourly basis. The firm does not take custody of client assets and does not provide ongoing discretionary portfolio management. The firm follows a long-term, fundamental buy-and-hold philosophy and commonly uses a core-and-satellite approach, recommending diversified asset allocations filled primarily with low‑cost index funds and ETFs and suggesting annual rebalancing. Engagements are consultative: the adviser gathers client financial data, delivers written recommendations, and—if the client elects—assists with implementation under a limited trading authorization. Compared with many peers, BG Financial Planning’s reliance on hourly billing and its explicit absence of percentage‑of‑AUM or performance-based fees is a notable departure from common industry practice. It operates as a solo, fee-only practice led by a CFP certificant, does not accept commissions or soft‑dollar arrangements, and directs clients to maintain assets with independent custodians.

To learn more about the advisors currently working at BG Financial Planning, 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.