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.
Laird Hepburn, CFP®
Phone: (919) 901-1038
Email | LinkedIn
What should you know about me? I'm a follower of Jesus Christ, a husband, a father, and a teacher to loads of elementary kids. I'm also a Managing Partner of BSG Advisers. I enjoy woodworking, volunteering, teaching, and puttering around the house. If I'm gone, I'm either travelling, hiking, camping, SCUBA diving, flying, sailing or laying on a beach. On rare occasions, I can be found playing guitar. Many moons ago, I was in a band, but I've mostly forgotten how to play (sad I know.)
This is my third career. My first career was as a Naval Aviator. My original life goal was to study horticulture, become a military pilot then become an astronaut and eventually a space farmer. I hatched that plan in 1978. I think I was a little ahead of my time. Perhaps in 100 years we'll be farming and living in space. But, back to the Navy. I served on active duty until 1995. It was really rewarding but it was also difficult. When I left active duty, I took my degree in applied mathematics and joined KMPG as a consultant. I also kept my foot in the military as a Navy Reservist until 2010. From 1995 to 2008, I worked with a lot of companies to help them improve their operations and business performance. I enjoyed my career, but it took a toll on my family and me. In 2008, I left the consulting world to focus on my family and community life in my adopted home of Cary, NC.
I learned early in life that many people have an unhealthy 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. My life experiences shaped my views on money. I started my personal financial planning career in 2008 and founded BSG with Bobby Picha in 2013. I enjoy working closely with business owners and families where our team can have high impact on their financial well-being through the creative use of investment and insurance solutions.
Robert F Picha
Phone: (919) 901-1035
Email | LinkedIn
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®
Email | LinkedIn
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.
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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.