BTA Advisory Group
Helping create happiness for businesses and families

About BTA Advisory Group

Founded by Guy Baker in 1986, BTA Advisory Group was developed to meet a specific need.

The need is this: We have discovered that most people are so busy with being successful, they have little time or patience for the fast rate of change within realm of retirement planning and financial services in general. BTA Advisory Group is expert and skilled in helping these successful and busy entrepreneurs and executives organize, assess, and ultimately realign ther varied assets they hold in their 3 Circles.

Through the vision and experience of Guy Baker, BTA has emerged as one of the most successful management-consulting firms in America.

Our Mission

BTA Advisory Group is a business advisor to businesses.

The focus is to assess, design, and implement "excellent" solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BTA Advisory Group offers ethical, efficient, and effective answers to the tax, retirement, and transition needs of our clients.

All BTA Advisory Group consultants understand and adhere to the following values:

BTA Core Value What this means to our clients
Our clients' needs are our top priority.
  • Quick response
  • Follow through
  • Accountability
BTA believes in only offering ethical solutions
  • Risk conservative
  • Tax aggressive
  • Full disclosure
  • Full accountability to advisors
Product solutions are the last step
  • Complete all documentation
  • Fully assess all costing models
  • Disclose all potential tax issues
Stewardship of our clients' wealth is our primary concern
  • Assist clients in their effort to understand their options
  • Evaluate potential alternatives in light of economic consequences
  • Strive to protect assets from reduction through economic loss, taxes, and poor management