BSG Advisers

BSG Advisers is a Financial Planner in Apex, NC. The firm provides fee‑only wealth management and comprehensive financial planning, offering services such as investment management, retirement planning, and tax‑strategy guidance. It serves individuals, families, and business owners in Apex and the surrounding communities of Cary, Overland Park and Arlington. Clients have rated the firm 4.60 stars.

The practice emphasizes a fiduciary‑based, relationship‑driven approach that puts client goals first. With more than 45 years of combined expertise among its advisers, BSG Advisers delivers transparent, jargon‑free advice without sales pitches. The team, led by Managing Partner Laird Hepburn, CFP®, and including partners and planners such as Robert F. Picha, Justin Struble, CFP®, and others, follows a four‑step process: discovering personal goals, crafting a tailored plan, implementing the strategy with precision, and regularly adjusting the plan as life changes. Their mission focuses on clarity, trust and proven results, aiming to empower clients with confidence for the long term.

Located at 56 Hunter St #230, the office sits on Hunter Street just a short walk from Apex Town Hall and the Apex Town Campus park, both about a tenth of a mile away. It is also near the Apex Community Center and Apex Senior Center, and within two‑tenths of a mile of the Mason Street Municipal Building and Hunter Street Park.

With a fiduciary, fee‑only model and decades of combined expertise, BSG Advisers provides clear, relationship‑focused financial planning that serves the Apex community and its neighboring towns.