DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Arlington, VA 22201
703-646-0707
Financial Planning Made Simple
About BSG Advisers
At BSG Advisers, we believe in simplifying the complexities of financial planning. With over 90 years of combined expertise, we offer transparent, relationship-driven solutions tailored to your goals. Our fiduciary-based approach ensures that your best interests are always our top priority. From retirement planning to investment management, we empower you with the clarity, confidence, and tools to achieve lasting financial peace. Together, we build more than plans we build trust for a lifetime.
See Disclosures
General Information
Firm Start Year
2018
No. of Employees
5-9
automated call
Yes
CRD#
6295263
Firm CRD#
297243
Insurance License#
17097875
Name of Custodial Firm
Fidelity
States Licensed in
VA, MD, NC, NY
Years of Experience in Financial Services
11
Work Experience
I started my career in financial services over a decade ago at a major insurance and investment firm, where I gained deep experience in protection and investment planning. It was a strong technical foundation, but I knew early on that I wanted to go beyond product-focused work and build comprehensive plans that help people make progress across all areas of their financial life. That led me to transition into a more holistic planning environment - incorporating cash flow strategies, tax-efficient investing, and more advanced planning techniques.
After gaining experience in both large organizations and boutique firms, I made the strategic decision to join the independent RIA, BSG, alongside the original advisers that I trained with at the very start of my career. That move brought everything full circle - partnering with a team I trust, in a structure that supports independent, non-captive, client-first advice.
I'm proud to have built long-term relationships with clients who value straight answers, complete transparency, and a personal connection with their adviser. I see myself as a long-term partner - not just a manager of assets - and I wouldn't have it any other way.
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Our Office, Your Office, Video Conference
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 63, Series 66
Insurance and Annuity Licenses
Life, Long Term Care, Disability
Firm Information
Firm's Number of Clients
500+
Firm's Number of Planning Clients
250+
Assets Managed by Firm
$100,000,000+
Advisor's Number of Clients
100+
Advisor's Number of Planning Clients
35+
Assets Managed by Advisor
$20,000,000+
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee
Education
BSBA Financial Management -
East Carolina University
2008 -2012
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893073/financialadvisor-BSG-Advisers-detailed-disclosure.html