A complete list of active advisors currently associated with Bland Garvey Wealth Advisors, LLC

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

Bland Garvey Wealth Advisors, LLC (BGWA) provides investment management, retirement plan advisory, and consulting services to individuals (including high-net-worth clients), charitable organizations, corporations, trusts, and small businesses. The firm manages approximately $241 million in client assets across discretionary and nondiscretionary accounts and offers portfolio construction, written investment policy statements, participant education, and broader financial planning advice on estate, tax, and retirement matters. BGWA’s investment approach is rooted in Modern Portfolio Theory and a buy-and-hold orientation, favoring diversified, passively managed asset-class mutual funds—primarily Dimensional Fund Advisors—and, when appropriate, exchange traded funds or individual conservative fixed income securities. The firm commonly uses model portfolios and third-party sub-advisers (notably Focus Partners Advisor Solutions) for portfolio implementation and back-office services, prepares IPS documents for clients, and employs tools such as Monte Carlo analysis to set and review asset allocations. BGWA is owned by an affiliated accounting firm, Bland Garvey, P.C., and both firms may refer clients to one another while maintaining separate fee arrangements; firm disclosures note that some principals spend a substantial portion of their time on the accounting practice. The adviser also delegates fixed‑income management to third‑party managers when requested, maintains higher minimums for separate fixed‑income portfolios, and has a documented succession arrangement with a larger advisory network to address continuity of service.

To learn more about the advisors currently working at Bland Garvey Wealth 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.