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 metropolitan area and Temple, Texas, and is registered in Kansas, Missouri, and Texas. It provides well-rounded financial planning and investment advice, with a specialized focus on federal employees and first responders. The team helps clients navigate complex benefits such as FERS or CSRS pensions, Social Security, and TSP savings. The firm also offers estate planning coordination with local attorneys, asset allocation strategies, and legacy planning to ensure wishes are carried out. It holds a 5.00 rating based on customer reviews.

The firm operates as an independent Investment Advisor Firm with a personalized approach to asset maximization. Its team includes Barbara Gulin, who studied electrical engineering before finding her calling in financial services, and who has helped federal employees since 2012. Kristina Shewmaker serves as the Office Manager and Paraplanner, bringing experience in the industry and a focus on helping families secure their retirement. Adriana Cruz acts as the business coordinator, applying precision from her background in veterinary technology. Michael serves as President of Gradient Investments, which maintains an exclusive strategic alliance with BG Wealth Advisory. The firm provides custom-tailored strategies for short- and long-term needs, organizing financial, estate, and tax materials into customized binders for each client. Additionally, they offer the Generational Vault to help clients organize and safeguard important documents and account information.

The firm’s standing is defined by its strong customer reputation and specialized expertise. It holds a 5.00 rating from its customers, reflecting the trust placed in its personalized service. The team’s experience serving federal employees and first responders since 2012 demonstrates a deep understanding of unique retirement circumstances. Its partnership with Gradient Investments, an SEC-registered investment advisor, allows it to offer over 20 proprietary portfolios and rigorous risk management. The firm is known for its transparent process and commitment to building lifelong relationships with clients.

BG Wealth Management, LLC. & BG Wealth Advisory, LLC combines specialized knowledge of federal benefits with personalized investment strategies to help clients in Merriam and the surrounding areas achieve financial clarity and security.

The firm is located on Broadmoor Street, just steps from Broadmoor Park and a short walk from Metcalf Avenue. It sits near Legacy Park and the Shawnee Mission Post Office in Merriam.

BizScoreAI gives BG Wealth Management a Performance score of 86 out of 100, which reflects a fast loading website that keeps visitors engaged and supports search rankings. The Authority score is 75 out of 100.