BLAND GARVEY WEALTH ADVISORS, LLC: Your Trusted Financial Expert
BLAND GARVEY WEALTH ADVISORS, LLC is a well-established financial advisory firm that has been serving clients for more than 25 years. The company is known for its trusted and expert financial advice, and is recognized as a leader in the industry. BLAND GARVEY WEALTH ADVISORS, LLC helps individuals and families to achieve their financial goals and secure a better future.
How does the advisor help clients – Key Takeaways:
BLAND GARVEY WEALTH ADVISORS, LLC offers a comprehensive range of financial services, including portfolio management, retirement planning, trusts and estate planning, tax planning, and more. The firm takes a client-centric approach, tailoring their services to meet the unique needs and goals of each individual or family.
Facts and Insights
Since its inception in 1995, BLAND GARVEY WEALTH ADVISORS, LLC has grown to manage over $1.5 billion in assets. The company has a team of experienced and knowledgeable advisors who are dedicated to helping their clients achieve financial success. Below are some key numbers and facts about BLAND GARVEY WEALTH ADVISORS, LLC.
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered
BLAND GARVEY WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their goals and objectives. These include:
- Investment Management
- Retirement Planning
- Tax Planning
- Trust and Estate Planning
- Education Planning
- Charitable Giving
- Insurance Planning
Client Types
BLAND GARVEY WEALTH ADVISORS, LLC serves a diverse clientele, including individuals, families, and small businesses. The firm is committed to building long-term relationships and providing personalized financial solutions to meet each client’s unique needs.
Fees & Compensation
BLAND GARVEY WEALTH ADVISORS, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the interests of the firm and its clients are aligned. Additionally, BLAND GARVEY WEALTH ADVISORS, LLC is a fee-only firm, meaning they do not receive any commissions from the sale of financial products. This allows the firm to provide unbiased and objective advice to their clients.
Background
BLAND GARVEY WEALTH ADVISORS, LLC was founded in 1995 by John Bland and Gary Garvey, who collectively have over 50 years of experience in the financial industry. The firm has since grown to become one of the most trusted and respected names in the industry, known for their expert financial advice and exceptional client service.
Financial Advisor Disclosures to Know
As a financial advisor, BLAND GARVEY WEALTH ADVISORS, LLC is committed to transparency and ethical practices. Here are some disclosures that clients should be aware of when working with the firm:
- BLAND GARVEY WEALTH ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at BLAND GARVEY WEALTH ADVISORS, LLC are licensed and hold various certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
- BLAND GARVEY WEALTH ADVISORS, LLC does not have any disciplinary actions or complaints against the firm or their advisors.