Fee-Only Financial Planning for Cary & Apex Professionals.

You worked hard to build your wealth. We work hard to protect it. Trusted, fee-only advice for the Research Triangle's busiest people.

High Net Worth Requires High-Level Care

Running a business or managing a demanding career in Wake County takes all your time. You don't have hours to watch the stock market or read tax codes. But your money needs attention.


If you don't have a plan, you might pay too much in taxes. You might miss chances to grow your wealth. Or, you might worry about retirement. You need a partner who looks out for you. You need a guide who puts your interests first.

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Designed for you

Financial Planning Designed for Wake County Locals.

Investment Management

We build portfolios that fit your life. We focus on low costs and smart growth so you can keep more of what you earn.

Retirement Planning

Ready to retire in Cary or travel the world? We map out exactly how much you need to feel safe and secure.

Tax & Estate Strategy

We work to lower your tax bill. We also help you set up a legacy for your family or favorite local charity.

Business Owner Wealth

From cash flow to selling your business, we help Wake County entrepreneurs make smart moves.

The Process

Our Fee-Only Financial Planning Process.

Discovery Call

We meet (virtually or in Apex/Cary) to talk about your life, your money, and your worries. No judgment, just listening.

The Analysis

We look at everything. Your investments, taxes, and insurance. We find the gaps and the opportunities.

The Plan

We build a custom roadmap. As a Registered Investment Adviser, we act as a fiduciary. That means your best interest is our only goal.

Action & Review

We put the plan to work. We meet regularly to adjust as your life or the market changes.

Local Authority & Trust

Why Choose a Local Wake County Advisor?

We aren't a big Wall Street bank. We are your neighbors. We understand the local economy in Cary, Apex, and Raleigh.


We are proud members of the Financial Planning Association, the Cary Chamber of Commerce, and the Apex Chamber of Commerce. We live here, we work here, and we help our community thrive. When you work with us, you get a dedicated investment adviser who knows your name.

A team of financial advisors from BSG Advisers at the ribbon-cutting ceremony for their Wake County office at 56 Hunter Street in Apex, NC.

Our Local Wake County Advisers.

Our Team
Laird Hepburn, CFP®

Laird Hepburn, CFP®

Managing Partner

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Robert F. Picha

Robert F. Picha

Founding Partner

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Justin Struble, CFP®

Justin Struble, CFP®

Retirement Planner

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Drew Leisure

Drew Leisure

Financial Adviser

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Suyoung Cha

Suyoung Cha

Financial Planner

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Kris Alban

Kris Alban

Financial Planner

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Jennifer Clark, CPA

Jennifer Clark, CPA

Paraplanner

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Frequently Asked Questions

  • What does "fee-only" mean?

    It means we only get paid by you. We do not accept commissions for selling investment products. This ensures our advice is 100% objective and focused on you.



  • Do you work with business owners in Wake County?

    Yes. We specialize in helping business owners in Cary, Apex, and Raleigh manage their cash flow, benefits, and exit strategies.


  • Are you a fiduciary?

    Yes. As a fiduciary, we are legally required to put your financial interests ahead of our own at all times.



  • Do I need to be "high net worth" to work with you?

    No. We work with many high-net-worth families, but we also help professionals who are in the "wealth accumulation" phase of their careers.



  • Can you help with RSUs and stock options from my employer?

    Absolutely. We help professionals in the Research Triangle Park (RTP) area manage RSUs, stock options, and executive compensation.



  • Where is your office located?

    We serve clients across Wake County, but we can meet locally in Apex or Cary, or virtually.



  • How often will we meet?

    As often as you would like. At a minimum, our financial planning process consists of 3 meetings, and all clients are invited to meet an additional 3 times per year as part of our Triangular Review.



  • How do I get started?

    Click the "Schedule Your Free Call" button on this page to book a short introductory meeting.