Richardson, TX North Central Expressway 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
2600 North Central Expressway, Suite 550
Richardson TX 75080
Advisors at this office
3
Advisors at this office
Aaron B
CFP®, Series 66
Richardson, TX
Bland Garvey Wealth Advisors, LLC
Aaron Byrkit is a CFP® professional with 15 years of experience in financial advising. He has been with Bland Garvey Wealth Advisors, LLC since 2015. Byrkit holds the Series 66 designation and works out of Richardson, TX. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and model portfolios.
Connor L
Series 65
Richardson, TX
Bland Garvey Wealth Advisors, LLC
Connor Lane is a financial advisor at Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation with three years of industry experience. He previously worked at American National Bank & Trust and has been affiliated with the University of North Texas since 2017. Bland Garvey Wealth Advisors provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds and model portfolios.
Norma S
Series 65
Richardson, TX
Bland Garvey Wealth Advisors, LLC
Norma Spencer is a financial advisor with Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation and nine years of industry experience. She has worked with Bland Garvey, PC, and Bland Garvey Wealth Advisors since 2006. Outside of her advisory role, Spencer manages retirement services at Bland Garvey, PC, dedicating significant time to this non-investment-related accounting function. Bland Garvey Wealth Advisors, LLC provides investment management, retirement-plan advisory, and financial consulting to individuals, charitable organizations, corporations, trusts, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold asset allocation primarily using passively managed mutual funds and model portfolios.
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