BG Wealth Management, LLC. & BG Wealth Advisory, LLC

BG Wealth Management, LLC. & BG Wealth Advisory, LLC is a wealth management firm in Merriam, KS. The firm provides well-rounded financial planning and investment advice, with services that include asset allocation and risk, asset maximization, estate planning, financial planning, income planning, legacy planning, life insurance, Medicare, and tax strategies. It serves the greater Kansas City metro area as well as Temple, Texas, and is registered in Kansas, Missouri, and Texas. Two groups receive particular attention: federal employees, whose unique benefits must be integrated into a retirement plan, and first responders in law enforcement, EMS, and firefighting, who face a distinct set of circumstances. The firm holds a rating of 5.00.

The firm describes its approach as custom-tailored to each investor's short- and long-term needs, delivered through an open and transparent process. Its team of professionals shares a common vision for success and customer service, and investment management is built around the specific investor rather than a model portfolio. Barbara Gulin is President and Owner. Originally from Chicago, she spent much of her childhood moving throughout the US while her parents worked in Civil Service, and Kansas City became her adopted home, where she attended college and raised two daughters. She studied electrical engineering before finding her calling in financial services, and much of her work has been helping federal employees, including her parents, build their version of a successful retirement. She is known for explaining complex financial concepts in down-to-earth language. The firm also offers Generational Vault, a service providing round-the-clock access to accounts and important documents in one place, and Barbara Gulin authored "When I Die Look Here First," a guide for storing passwords, contact information for doctors, insurance agents and attorneys, and family history so that wishes can be carried out. Through a partnership with the Gradient Gives Back Foundation, the firm helps provide up to 12 months of housing payments to a local family facing hardship from a medical crisis, job loss, or other financial setback.

The office sits on Broadmoor Street, with Broadmoor Park immediately adjacent and Legacy Park about a quarter mile away. Metcalf Avenue and Johnson Drive are each roughly 0.2 miles from the office, and a Kansas driver license office and the Shawnee Mission Post Office are both about 0.4 miles away.

The firm's 5.00 rating reflects the customers who have reviewed it, and its work with federal employees and first responders gives Merriam and the wider Kansas City area a wealth management practice built around the retirement circumstances those groups actually face.