Bland Garvey Wealth Advisors
Investment Bank/Securities Brokerage - Richardson, TX, US
Bland Garvey Wealth Advisors Employees
Bland Garvey Wealth Advisors Details
In 1967, when we founded our parent CPA firm, Bland Garvey, PC, we dedicated ourselves to client care from the start. Fast-forward to 2006. Many of our accounting firm clients were seeking robust wealth management to complement their tax and business planning efforts...and having a hard time finding it. To bridge the gap, we formed Bland Garvey Wealth Advisors, LLC.Across both firms, we've maintained our client-centric focus, remaining committed to doing what is right for our clients, even as we've continued to grow. Particular points of distinction include:CPA affiliation: Coordinated wealth planning and execution complement our CPA affiliate.Plan-based, disciplined strategy: We have an easily articulated philosophy that guides our advice in up and down markets. Can your current advisor offer the same?"Passive" investing: Evidence-based, institutional-level investing solutions from Dimensional Fund Advisors enable us to implement our investment philosophy in well-structured portfolios.Transparent, fee-only pricing: We minimize commission-based conflicts of interest, and eliminate the hidden costs that might otherwise diminish your net returns.Fiduciary care: As a Registered Investment Advisor firm, we are legally obligated to safeguard your highest interests; it's central to our relationship.Community-minded team: We care for, appreciate and are actively engaged in our community.
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