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.

Testimonials

I truly can't say enough great things about BSG Advisers!! Bobby and Laird have honestly changed the possibilities in my personal life and the life of my business. Before I met them, I had made a lot of mistakes and I was almost embarrassed to talk with them as I thought I would be too "poor" for them to want to work with. They made me feel just as important as their wealthiest clients. I'm on a[n] amazing path, I now have a 401K, and investments I didn't realize I could have. When I need to chat with them, they are available, no silly question is ever frowned upon or judged. They are good guys who are amazing at what they do and they clearly care about their clients. I'm soooo thankful to have met them!

Michelle Mills

January 2026

Hands down the best, most personal and knowledgeable financial advisors I have ever worked with over the years! Every individual on the team is exceptional in their response time, wisdom, advice, and overall personable experience! I have already saved over 10 times of what my annual costs are!!! Kris, Laird and Jennifer are each rock stars and I should have done this decades ago for my business! 👍🙂

Ben Rutter

July 2025

BSG has been fantastic. They're patient, easy to talk to and explain strategies clearly. More importantly, [their] planning has been a real game changer for us and it's the reason why we're not worried about our long-term financial health. Plus they're great guys!

Nancy Bierman

November 2024

Cannot say enough about how incredible these guys are with Financial Planning. We have worked with them for several years, offering strategies and creative thinking in ways we wouldn't have been able to come up with on our own. We always look forward to our meetings with them and feel fully trusting of placing our money in their hands.

Alisha Pennington

August 2024

It has been great strategizing with this team! I use the term TEAM with emphasis as they truly work together to discuss, plan and solve for your situation or needs.

Landon Gardner

January 2025

We have been working with BSG for about 20 years. They helped us plan for retirement and now they are guiding us in how to best steward our retirement funds. They have always listened closely to our goals and taught us how to meet them in ways we would have never imagined. Now we can comfortably know that we will be able to take care of our needs as well as bless others. We highly recommend Laird, Bobby, and their team!

Kim High

February 2026

My wife and I have been working with Kris and Justin for about a year, and I wish we would have started sooner. We thought retirement was still years away, but they showed us that we were in a better position than we thought. They discovered my wife wasn't receiving the full Social Security benefit she qualified for and helped us fix it. And they created a clear retirement plan that showed me that I could retire immediately, achieve all of our goals, and still have financial security. Two weeks after receiving our plan, I retired! We've since bought an RV, we're building our retirement house, and we finally feel confident about enjoying this new chapter of our lives. Their advice gave us the push and peace of mind that we needed.

Jeff Stephens

September 2025

My wife and I recently found ourselves facing an overwhelming financial scenario that, if handled incorrectly, could have completely altered our retirement plans. We were referred to Justin Strubel at BSG Advisors by a close friend, and we couldn't be happier with that recommendation. From the start, Justin and Bobby took the genuine time to get to know us and our specific goals. Justin has a gift for explaining complex strategies in a way that actually makes sense to us. They immediately crafted a clear strategy to get our future back on track. I feel incredibly comfortable recommending BSG Advisors to anyone looking for experts who truly care about their clients' success.

James Davis

February 2026

One of the things I appreciate most is how accessible they are. I can text at any time and consistently receive a response within an hour or less. Bobby and Laird have tremendous insight, stay on top of tax laws and market trends, and their advice has always been right on point for my situation. I have complete confidence in their guidance, and I genuinely believe that when it's time for me to retire, I will be quite ready thanks to their expertise and thoughtful planning. I highly recommend BSG to anyone looking for knowledgeable, attentive, and trustworthy financial advisors.

Melissa Adams

February 2026

Disclaimer: These client testimonials reflect their opinions and experiences. No client received any financial or other compensation or benefit for providing a testimonial. Past performance is not indicative of future results, and there is no guarantee of a similar outcome.

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.