Welcome to BGM Wealth Partners. You have discovered this page because one of our clients has recommended us to you. We offer a complimentary introductory meeting on an invitation-only basis and will be happy to discuss whatever financial concerns you have during this time. There’s no obligation beyond the meeting. Please read on to learn more about us and how we help provide financial peace of mind to our clients.

We look forward to meeting with you.

 

 Our Story

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Our firm is dedicated to helping individuals and families take charge of their financial lives and achieve their goals. We act as our clients’ financial back office, managing the details so they can spend more time with their families and pursuing their passions.

Based in Bloomington, Minnesota, our Registered Investment Advisory firm provides comprehensive financial planning that encompasses the entirety of our clients’ needs, including investments, retirement, and taxes. We help our clients through a crucial combination of independence, fee-only services, and a fiduciary commitment. This means we don’t sell products and don’t answer to anyone but our clients.

By putting our clients’ best interests first in everything we do, we have been able to earn their trust and provide the financial and investment services that help them live the lives they want.

 
 

How We Help

At BGM Wealth Partners, we believe that quality of life means far more than just a return on investment and that money only enhances life when it helps you achieve your vision. We take the time to understand each client’s unique vision as well as their concerns, and craft comprehensive financial planning services that help them achieve their goals and sleep well at night.

Why BGM Wealth Partners?

  • We are fiduciaries. We uphold are legal and ethical obligation to put our clients’ interests first.

  • We are fee-only. We get paid no commissions and thus help eliminate conflicts of interests.

  • We are independent. We don’t receive directives from anyone but our clients.

  • We are a team. Our clients work one-on-one with a wealth partner while receiving the support and expertise of an entire team.

  • We care. We build relationships with our clients and love to celebrate their successes with them.

  • We are professionals. We support our experience and expertise with credentials that help us serve our clients, such as the CERTIFIED FINANCIAL PLANNER™ designation.

  • We are comprehensive. We pull together all the areas of our clients’ financial lives into an organized plan that helps provide clarity.

  • We are here for the long term. We provide ongoing guidance that adapts with the changes and transitions of our clients’ lives.

  • We work well with others. We coordinate with other professionals such as your accountant or insurance agent to help ensure your financial plan is carried out.

 
 

Who We Help

Based in Bloomington, Minnesota, we serve clients in Bloomington, Minneapolis, and surrounding communities. We have particular expertise in serving clients who are:

 
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Business Owners

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Retirees

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Executives

 
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Multigenerational Families

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Attorneys

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Building Wealth

 

Our Services

We craft financial plans personalized to meet your needs. The services we provide include:

 
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INVESTMENT
MANAGEMENT

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FINANCIAL
PLANNING

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TAX
PLANNING

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RETIREMENT
PLANNING

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RETIREMENT
INCOME STRATEGIES

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SOCIAL SECURITY
MAXIMIZATION STRATEGIES

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EXECUTIVE
BENEFITS ANALYSIS

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COLLEGE
PLANNING

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MULTIGENERATIONAL
WEALTH TRANSFER

 

 Our No-Obligation Introductory Meeting

We offer a complimentary introductory meeting to be a resource for the friends, family, and colleagues of our valued clients. During our time together, we encourage you to share your most pressing financial concerns and questions, and we will offer insights and advice that you can take action on. As we are a fee-only, fiduciary firm, you can feel confident that the recommendations you receive will be made in your best interest.

If, after our meeting, we mutually agree we are a good fit, we will be happy to accept you as a client and help you further. If one or both of us decide we’re not a good fit, we will point you in the direction of a more appropriate resource. Either way, we want you to leave our meeting with more clarity around your financial concerns and a clear path for moving forward