BPG Planning - About Us

About Us

THE BPG WAY

From inception, we knew we wanted to create a client community and working environment that encourages individuals to strive for constant personal growth. We aim to be known as a resource for individuals and organizations, leveraging our intellectual capital and networks in ways that bring value and supports their mission and vision. To accomplish this brings us fulfillment. But, we also know our working relationship needs to be much more than this; it needs to be about purpose.

We believe the most important thing a client can know about their financial advisor is his or her philosophy, the reasoning behind the recommendations. What is the “why” for the rationale? Our philosophy, or “Why” is built around three core ideas:

One.

TIME is your most valuable asset. Your time is beyond precious and you owe it to yourself to genuinely consider if you are currently allocating your time in a way that supports what is most important to you. Giving sincere consideration to BUILDING your Time Allocation is a critical first step in the PLANNING process.

Two.

Wealth is a state of mind, not a number on your balance sheet. Personal growth can play a key role in “feeling wealthy.” We are focused on your money but are interested in more than the numbers. Money is just one of the many tools you have to create your unique life experience. We look to help you utilize this tool in a way that best supports your personal interests, passions and life’s objectives.

Three.

Financial Planning is a life-long process, not a product to be purchased once. The real value in the process is found in the conversations and self-discovery that take place over the many years of a successful professional relationship between you and your Advisor. Our relationship with money and its role in our lives can change over time and our Financial Plans should as well.

Our Mission

We strive to encourage people to BUILD a vision for their futures by making intentional and informed decisions supported by a PLAN that inspires them to continually GROW in all the desired aspects of their lives.

HOW WE FULFILL OUR MISSION

Meet the Team

Brian Pitell

Investment Advisor Representative

(724) 719-3289

Bpitell@BPGPlanning.com

Brian started his career in the financial services industry 1999 just prior to the bursting of the historic “Tech Bubble.” Not long after came historic events of 9/11 and then just a handful of years later came the...

Erin St. Myer

Client Concierge

(724) 719-6103

EStmyer@BPGPlanning.com

With more than 20 years of experience in the project management, marketing and healthcare industries, Erin has a proven track record of senior-level executive support/customer service, management, and training. She has a strong ability...

GUIDING YOU TO PURSUE YOUR FINANCIAL GOALS

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