Our Companies
BTA Advisory Group is one of many companies in a network founded by Guy Baker. Guy has founded several business over the course of his career. Each of these are dedicated to a specific piece of our clients' financial puzzles.
We understand that time is money. Our clients do not have the time to personally deal with every facet of their finances to the extent that is necessary to achieve the financial success that they desire. That is why our network of businesses and advisors is so important. Our clients do not have to worry about whether their portfolio is properly diversified or whether their business's value will be eaten up by taxes when the time comes to pass it on. They know that through our coalition of professionals, they will have their needs taken care of by people they know and can trust.
BTA Advisory Group represents the retirement planning aspect of our service sphere. Whether it is for individuals or for companies, BTA strives to provide the knowledge and tools to allow people to adequately prepare themselves for the time when they will no longer be working. This often includes some of the services provided by our partner firms such as business succession and money management.
Below is a list of our sister companies that make up our financial planning coalition along with a brief description as well as a link to their website if available. Feel free to check out their websites to get a more complete picture of the complete package that our network provides for our clients.
BMI Consulting - Business Succession
BMI Consulting is a partner firm specifically geared towards helping business owners pass on their business to the next generation of ownership. This can include passing on to family members, key employees, the entire employee base, or to an outside party such as another business or individual looking to purchase the company. BMI aims to make the transition as seamless as possible and reducing the amount of taxes that can be inflicted upon the sale of a business.
Visit BMI's website
Baker Jensen Investment Advisors - Wealth Management
BJIA is the wealth management firm that provides another piece in the financial puzzle of our clients' needs. Through the use of Modern Portfolio Theory, the 1990 Nobel Prize winning investment method, BJIA provides our clients with portfolios that minimize the risk to their capital while maximizing the return on their investment. If you would like more information on how MPT works, visit BJIA's website or contact us.
Visit BJIA's website
Baker, Thomsen Associates - Employee Benefits
Baker, Thomsen Associates provides the employee benefits piece to our business and individual clients. They provide an unbiased, independent approach to available options within the market for medical, dental, and vision insurance. Their team of professionals help cut through all of the marketing "smoke and mirrors" of providers to provide a hard number comparison allowing businesses and indviduals to get a concrete idea of the cost to value ration of their options, helping to provide them with the knowledge to make the most educated decision they can.
Visit Baker, Thomsen Associates' website