A complete list of active advisors currently associated with BSG Advisers

Warmer can help you find a great advisor at BSG Advisers or one who fits your needs even better.

BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning and consulting (including business-oriented planning), investment management, pension consulting, and insurance planning. The firm’s client base includes employer-sponsored plans and business-owner clients who seek integrated planning and retirement-plan support in addition to individual portfolio management. The firm’s investment approach emphasizes growth-oriented, diversified portfolios tailored to each client’s financial plan, risk tolerance, tax considerations, and time horizon, and it uses model portfolios, separately managed account sleeves, and third‑party managed-account platforms and sub‑advisers as part of portfolio implementation. BSG Advisers maintains an Investment Committee to oversee models and providers, manages most accounts on a discretionary basis, and integrates clients into a Triangular Review System with scheduled periodic reviews and an optional ongoing continuous-planning service. What distinguishes BSG Advisers from many peers is its active educational offering: the firm provides both one‑time seminars and a structured Financial Wellness program and delivers participant and employer-facing education as part of its retirement-plan services — a feature relatively uncommon among similar team firms. The firm also places explicit emphasis on business-owner issues (succession planning, buy/sell design, key-person protection) and documents its role as an ERISA fiduciary when advising retirement accounts, while continuing to use external managers and technology to implement client portfolios.

To learn more about the advisors currently working at BSG Advisers, 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.

Name	Location	Years of experience
Kristofer Alban	Apex, NC	0
Suyoung Cha	Apex, NC	4
Laird Hepburn	Apex, NC	18
George Leisure	Apex, NC	12
Robert Picha	Apex, NC	18
Justin Struble	Apex, NC	15

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support