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

BG Wealth Management, LLC. & BG Wealth Advisory, LLC is a wealth management firm in Merriam, KS, located at 5700 Broadmoor St #500. The firm serves the greater Kansas City metro area and Temple, Texas, and is registered in the states of Kansas, Missouri, and Texas. It provides well-rounded financial planning and investment advice, with a specialized focus on helping federal employees integrate unique benefits such as FERS or CSRS pensions, Social Security, and TSP savings into retirement plans. Services include asset maximization, estate planning, legacy planning, and asset allocation and risk management. The firm also offers Generational Vault, a system for organizing and safeguarding important documents, passwords, and family history. It holds a 5.00 rating.

The firm is led by Barbara Gulin, who originally studied electrical engineering before finding her calling in financial services to help federal employees create successful retirement plans. Kristina Shewmaker serves as the Office Manager and Paraplanner, bringing experience from the financial industry and a personal understanding of family challenges. Adriana Cruz is the business coordinator, utilizing her background in veterinary technology for precision and care. Michael serves as President of Gradient Investments and has been with the firm since 2012.

BG Wealth Advisory, LLC operates as an independent investment advisor firm. It maintains an exclusive strategic alliance with Gradient Investments, LLC, an SEC-registered investment advisor offering over 20 proprietary portfolios. The firm works in conjunction with local, specialized estate planning attorneys to coordinate the transfer of estates. It also partners with the Gradient Gives Back Foundation to support local families experiencing unexpected hardships, providing up to 12 months of housing payments to those in need. The firm provides investors custom-tailored strategies to meet short- and long-term needs, organizing financial, estate, and tax preparation materials into customized binders.

The firm is known for its personalized approach to asset maximization and its dedication to building lifelong relationships with clients. It prides itself on providing full-service retirement planning, taking an extensive look at each client’s unique mix of assets. The firm’s mission is to provide innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.

BG Wealth Management, LLC. & BG Wealth Advisory, LLC brings specialized expertise in federal employee benefits and comprehensive wealth management to the Merriam community, helping clients achieve financial clarity and security.

BizScoreAI gives BG Wealth Management a Performance score of 80 out of 100, which measures how quickly the website loads to keep visitors on the page. The firm also receives an Authority score of 75 out of 100, which measures whether the website shows who is behind the business as a trust signal for AI assistants and search engines.