Who We Are
BSG Advisers is a registered Investment Adviser. We have a fiduciary obligation to you to put your interests first in all we do. We are independent financial planners you can rely upon to help plan and manage your financial future. If you want clear financial advice that is free of conflicts of interest, our fee-based approach is what you are looking for.
You don’t need a large investment portfolio to work with us and get the advice you need. All you need is a commitment to yourself and your goals.
Phone: (919) 901-1038
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Laird is a follower of Jesus Christ, a husband, a father, and a teacher to loads of elementary kids. He’s also a Managing Partner of BSG Advisers. He enjoys woodworking, volunteering, teaching, and puttering around his house. If he’s gone, he’s either travelling, hiking, camping, SCUBA diving, flying, sailing or laying on a beach. On rare occasions, he can be found playing guitar.
Laird began providing business planning and financial services in 1995 when he joined KPMG. He began his personal financial planning career in 2008 and founded BSG in 2013. Prior to all this financial stuff, he served as a helicopter pilot in the U.S. Navy. He retired from the Navy Reserve in 2010.
Laird learned early in life that not everyone has a healthy relationship with money. Some hoard it while others squander it. Some choose wisely and others foolishly. Some look to the future while others look only at today. He’s on a mission to help people improve their relationship with money by helping them understand their stated beliefs and their actual behaviors. His goal is to help them set realistic goals and then work toward them.
Laird enjoys working closely with business owners and families where he and his team can have high impact on their financial well-being through the creative use of investment and insurance solutions. He is a Certified Financial Planner® Professional, a handyman, a wannabe urban designer and a mathematician.
Robert F Picha
Phone: (919) 901-1035
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Bobby is the Founding Partner of BSG Advisers located in Apex, NC. BSG is a fiduciary financial planning firm that focuses on planning, investments, and insurance for individuals, families and small business owners. He spends most of his time at work helping clients with financial planning, investments, and insurance. His experience dates to the mid 1990’s working his way through college at JP Morgan Chase and later for Warburg Pincus Funds, and Credit Suisse.
In 2017, he built a home in Holly Springs, NC after enjoying the prior decade in Fuquay-Varina. Bobby is married to his wife Janine, and has two sons, James and William.
He prides himself on straight talk and explaining seemingly difficult concepts in ways that laypeople can understand. He really enjoys client interaction and giving people very specific advice knowing that most folks simply do not have the time or desire to get smart on financial matters.
Bobby is an amateur chef, baseball player, boxer, USTA tennis player, goalkeeper, chess master, and mathematician.
During his 23-year career, Bobby spent 7 years teaching Constitutional Law to inner city children in NYC. During those years, his students amassed ELEVEN Invitational Moot Court Championships, a feat so incredible, he is humbled to this day as a result.
Bobby’s ‘planning’ career began in 2010 when he joined AXA Advisors in Raleigh and began working with individuals and small business owners. It was at AXA when he teamed up with Laird Hepburn and forged the partnership which would eventually evolve into BSG Advisers.
Justin Struble, CFP®
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Justin is a Certified Financial Planning Professional with a focus on Retirement Planning. He is an Engineer by degree and worked as an Engineer for six years after graduating from NCSU. Justin started in the financial planning business in 2009 in Mississippi. In 2016 he moved back to Raleigh where he grew up. Justin joined BSG Advisers in 2018.
Justin married his high school sweetheart, Kimberly Struble, in 2005. They have three daughters, Sophia, Kayla, and Madelyn and live in North Raleigh near Brier Creek. They try to get outside as much as possible, especially when the weather is nice.
BSG Advisers only transacts business in states where it is properly registered or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it imply a particular level of skill or ability.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk and there is no assurance that any investment or strategy will be suitable or profitable for a client’s investment portfolio.
Hyperlinks on this website are provided as a convenience. We disclaim any responsibility for information, services or products found on websites linked hereto.
Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the photographed persons.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Fidelity Institutional Wealth Services (“Fidelity”) is the firm that BSG Advisers engages to custody client assets. Fidelity and BSG Advisers are separate and unaffiliated firms and are not responsible for each other’s services or policies.
This website is a publication of BSG Advisers. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content is neither an offer to buy or sell the securities, nor personalized advice. Consult a professional adviser before implementing any of the strategies presented.
BSG Advisers is also a North Carolina Licensed Insurance Agency. Properly-licensed advisers may recommend the purchase of insurance-related products and may receive compensation for such transactions.