About Us - BG Wealth Magement | HNW Client Guidance

^WELCOME
We're in This
Because We Like Helping People

BG Wealth Management is committed to helping individuals and families pursue their long-term financial goals through thoughtful planning and personalized guidance.

With decades of combined experience in financial services, the firm works with clients to develop strategies focused on retirement planning, investment management, and long-term financial security.

The team believes that strong client relationships are built on trust, integrity, and a clean understanding of each client’s financial priorities.

^{Why We're Different}
A Few Things You Should Know About Working With Us

We don't operate like a big firm, and that's by design. Here's what shapes how we show up for the people we work with.

Our Mission

We're here to help people in this community make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance that actually makes a difference in your day-to-day life.

Our Vision

We want to be the kind of financial team people tell their friends about — the ones who made the process easy, the conversations enjoyable, and the results meaningful.

Our Core Values

Honesty, approachability, and respect for your time. We'll always give it to you straight, keep things simple, and make sure our work together fits into your life — not the other way around.

^{Meet the Team}
The People Behind the Plan

We'd love the chance to introduce ourselves. Get to know the team, how we ended up doing this, and why we love the work.

Alan Boyer

Advisor

(785) 554-9541

alan.boyer@lpl.com

Alan Boyer has more than 20 years of experience in the financial services industry. He began his career with Primerica Financial Services and has worked with several well-known firms, including National Financial Services, Prudential,...

Bill Grant

Advisor

(904) 874-9170

bill.grant@lpl.com

Bill Grant began his career in the financial services industry in 1998 and has spent more than two decades helping clients pursue their financial goals. Early in his career, he advanced into management roles and worked with prominent...

Valerie Rowe

Client Services & Operations Coordinator

valerie.rowe@lpl.com

Valerie brings a diverse background in business operations, financial administration, and client support. She began her career in banking and later worked in county government, supporting finance administration and business licensing...

^{Ready? Let’s Talk}
If You Have Any Questions,
Feel Free to Contact Us

Whether you have a specific question or just want to see what working together could look like, we're happy to chat. No strings attached.

Grab a Time to Chat

About

WELCOMEWe're in This Because We Like Helping People

Why We're DifferentA Few Things You Should Know About Working With Us