About Us
WE ARE HERE TO HELP YOU SUCCEED
Who We Are
Award-winning Forbes ranked financial planning firm with over 100 years of combined experience consisting of heavily credentialed advisors with PHD, Masters, SD, LLM , CPA, CFP, CHFC, CLU, CEPA. BTA Advisory Group specializes in comprehensive planning with industry-leading experts in tax, estate planning, investment management, insurance, individual planning, entity structuring, corporate benefits and much more.
