Richardson, TX Richardson Drive Office
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Bland Garvey Wealth Advisors, LLC
Team
Firm-wide stats for Bland Garvey Wealth Advisors, LLC
About
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.
Based on Bland Garvey Wealth Advisors, LLC
Expertise
Based on Bland Garvey Wealth Advisors, LLC
Location
1202 Richardson Drive, Suite 203
Richardson TX 75080
Advisors at this office
2
Advisors at this office
John G
Series 65
Richardson, TX
Bland Garvey Wealth Advisors, LLC
John Garvey is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 credential and bringing 19 years of industry experience. He is also a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm where he spends the substantial majority of his business time. Garvey has been involved with this accounting firm since 1991 and has worked at Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC serves individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses by providing investment management, retirement-plan advisory, and financial consulting. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily through passively managed mutual funds and model portfolios.
Lori E
Series 65
Richardson, TX
Bland Garvey Wealth Advisors, LLC
Lori Eads is a financial advisor at Bland Garvey Wealth Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been a CPA and shareholder at the accounting firm Bland, Garvey, Eads, Medlock & Deppe, P.C. since 1994, where she spends the substantial majority of her business time. She has also been associated with Bgemd Capital Advisors, LLC since 2005. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. The firm’s approach is based on Modern Portfolio Theory and emphasizes long-term, buy-and-hold asset allocation using primarily passively managed mutual funds and model portfolios.
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