Wealth Management to Grow, Live, and Retire Well
At Bland Garvey, we work with individuals, families, and businesses to make sure their financial future is bright.
Design
A Wholistic
Wealth Experience
Build
A Plan Based On
Sound Research
Protect
Your Goals & Measure
Your Progress
Managing your wealth from now into your retirement can feel complicated and overwhelming.
Life is filled with unknowns – your financial future shouldn’t be one of them.
Without an advisor how will you know that you are prepared?
Bland Garvey has a wealth advisor waiting to plan your financial independence.
You deserve evidence-based, proactive planning to give you confidence in your financial future.
Bland Garvey Wealth Advisors, LLC is ready to design, build, and protect your wealth to give you the future you are dreaming of. We believe that investments are a vehicle to support your family, and that’s why we take investing so seriously.
We manage your wealth on world-class platforms that provide
transparency and security, so you can confidently invest in your legacy.
We don’t dabble in wealth management – we are dedicated to it!
What started with tax and accounting services has matured into a firm that can serve every aspect of your business and personal finances. Whether you’re a client of the CPA firm, or if you only desire our wealth management services, you get the collective wisdom of the whole firm.
Wealth Advisors Serving North Texas & Beyond
Breathe a sign of relief, knowing that your financial future is being planned and
managed by trustworthy wealth management professionals.
Bland Garvey Wealth Advisors is an independent member of the Buckingham Strategic Partners community.
Charles Schwab & Co., Inc.
Bland Garvey Wealth Advisors has selected Schwab as primary custodian for our clients’ accounts
Investment solutions for clients of Bland Garvey Wealth Advisors are powered by Dimensional.
We offer the full suite of services to help you design, build, and protect your financial future.
At Bland Garvey, we have wealth advisors for wealth management as well as the option to integrate your current financial needs.
How We Work Together
Getting started as a client is simple.
Schedule a Consult
We’ll listen to your needs and goals for the future so we have a clear understanding of what success means to you.
Receive a Customized Plan
Whether it’s taxes, business consulting, or long-term financial planning, we’ll give you a straightforward plan in alignment with your goals.
Be Ready for What’s Next
As your business and personal assets grow, we will be right there with you, proactively looking out for your financial needs.
Kind words from great clients.
With our experience, expert teams, and professional partners, there are very few financial challenges we can’t handle with confidence.
Grow, Live, and Retire Well
You deserve to have confidence today and for the future.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our accounting, tax, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Get advice with the entire picture in mind.
Are you ready to retire?
Whether you are just starting out or eyeing the finish line on your career, many people are anxious when it comes to retirement planning.
That’s why we put our best advice into a Pre-Retirement Checklist and we want to make it available to you.
