About Us

BTA Advisory Group is a financial planning firm with over 45 years of experience. 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. We are experts and skilled in helping these successful and busy entrepreneurs and executives organize, assess, and ultimately realign the varied assets they maintain.

Our Process Can Help You…
Decrease Volatility and/or Increase Return
Use Modern Portfolio Theory to Optimize Portfolio Construction
Reduce Fees & Expenses…Up to 50%
Reduce Taxes…Up to 40%

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.

BTA Advisory Group is proud to be a Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.