We are a team of highly-experienced financial advisers you can rely upon to help plan and manage your financial future. We provide financial planning, investment management and insurance services. More important than what we do is how we do it – planning first.
We work closely with families and business owners that can benefit from our insightful use of investment and insurance solutions. We don’t simply give advice – we come alongside you over the long run to help improve your financial well-being. We provide analysis-based insight and financial education so you can make the best possible decisions.
Our disciplined process is designed to move you toward a macro approach to making financial decisions. Our approach addresses all five things you can do with money: pay taxes, service debt, give generously, support your lifestyle and invest for tomorrow. It’s holistic and much broader than traditional planning.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tla Group, Inc. | Apex, NC | Oct 2020 - Current | 3 |
| Business-owner Strategies Group, LLC | Apex, NC | Aug 2018 - Current | 5 |
| Business-owner Strategies Group, LLC | Apex, NC | Sep 2016 - Dec 2020 | 4 |
| Mml Investors Services | Raleigh, NC | Feb 2014 - Aug 2018 | 4 |
| Mass Mutual Life Insurance Company | Raleigh, NC | Jan 2014 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- CA
- MS
- NC
- TX
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Total Assets Under Management88MILLIONS
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Total Number of Accounts512ACCOUNTS
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Average Account Value$171,375
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, MS, NC, TX
Business-owner Strategies Group, LLC is a North Carolina Registered Investment Adviser d/b/a BSG Advisers. BSG Advisers offers clients financial planning, investment advice and insurance. BSG Advisers does not provide tax or legal services.
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