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.
Schedule a consult Will you be ready to retire?

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.

  • Are you too busy working on your business to invest confidently?
  • Are you worried your investment strategy doesn’t match your needs, wants, and wishes?
  • Are you concerned that you won’t have enough to retire?

Without an advisor how will you know that you are prepared?

Schedule a Consult

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.

  • Backed by intellectual capital of Buckingham Strategic Partners, Charles Schwab, and Dimensional Fund Advisors.
  • Team-based approach with our affiliated CPA firm for tax efficiency and a 360 degree view of your financial picture.
  • Evidence-based research to support your portfolio.

We manage your wealth on world-class platforms that provide
transparency and security, so you can confidently invest in your legacy.

Schedule a consult Meet our Team

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.

  • We practice the science of investing backed by industry-leading platforms and firms.
  • We plan with you so that you can optimize and build the future you are dreaming of. 
  • We are your dedicated advisors when you have questions or need to adjust your plan.

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.

Schedule a consult
  • Investment Management
  • Goal Planning
  • Portfolio Design, Structure, & Rebalancing
  • Tax Minimization Consulting
  • Retirement Planning
  • Income & Tax Planning
  • Asset Protection & Risk Management Consulting
  • Education Planning (529 Plans)
  • Retirement Plan Design & Implementation
  • Third Party Administration (TPA) Services
  • Participant Education
  • Fiduciary Consulting & Investment Consulting

How We Work Together

Getting started as a client is simple.

Schedule a consult Meet the Team
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.

“Having worked for one of the top 10 largest CPA firms in the country, I wanted to be in a firm where I feel valued and the top managers know me by name. Bland Garvey feels like a family and not just a place of employment where everyone goes in just to collect a paycheck.”
Gerson Viera
“I wanted to work in a supportive environment where I wasn’t micromanaged. At Bland Garvey, the shareholders know my name and are interested in my life. They set me up with a mentor so that I would be able to succeed.” 
Ling
“I came to Bland Garvey from a Big 4 environment over 20 years ago and it was one of the best decisions I’ve ever made. Every day is something new and we’re continuously looking for ways to better serve our clients as trusted financial guides. The spirit of collaboration both among ourselves and with our clients is something special.”
Jeff Dalrymple
Meet the Team Contact Us

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.

Schedule a consult Meet our Team

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.