At BGM Wealth Partners, we serve as financial guides to clients including business owners, retirees, executives, multigenerational families, attorneys, and young professionals.. Based in Bloomington, MN our Registered Investment Advisory firm provides financial planning and investment management throughout the Minneapolis-St. Paul area.

We believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as fee-only, fiduciary financial advisors.

As fee-only financial advisors, we do not sell products and do not accept commissions or referral fees. And as a fiduciary RIA firm, we have a legal responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services or investment accounts, such as retirement plans. It applies to everything we do for you. Always.

We embrace our status as fiduciary, fee-only financial advisors in the Twin Cities because it enables us to serve as your financial advocate. Unburdened by conflicts of interests, we can provide unbiased advice meant only to help you reach your goals.

Icons.png
 
 

Our services include:

 
Investment.png

INVESTMENT
MANAGEMENT

Financial Planning.png

FINANCIAL
PLANNING

Tax Planning.png

TAX
PLANNING

Retirement.png

RETIREMENT
PLANNING

Retirement-Income.png

RETIREMENT
INCOME STRATEGIES

Social Security.png

SOCIAL SECURITY
MAXIMIZATION STRATEGIES

Executive.png

EXECUTIVE
BENEFITS ANALYSIS

Education.png

COLLEGE
PLANNING

Family.png

MULTIGENERATIONAL
WEALTH TRANSFER

 Let's Chat.

Let's see how we can help you achieve your financial goals.
Use the button below to schedule a 30-minute discovery call.

You can also use the form below to request a
30-minute discovery call.

iStock-962009512.jpg
Name *
Name
Phone *
Phone