Bland Garvey Wealth Advisors, LLC

in 1967, when we founded our parent cpa firm, bland garvey, pc, we dedicated ourselves to client care from the start. fast-forward to 2006. many of our accounting firm clients were seeking robust wealth management to complement their tax and business planning efforts...and having a hard time finding it. to bridge the gap, we formed bland garvey wealth advisors, llc. across both firms, we've maintained our client-centric focus, remaining committed to doing what is right for our clients, even as we've continued to grow. particular points of distinction include: cpa affiliation: coordinated wealth planning and execution complement our cpa affiliate. plan-based, disciplined strategy: we have an easily articulated philosophy that guides our advice in up and down markets. can your current advisor offer the same? "passive" investing: evidence-based, institutional-level investing solutions from dimensional fund advisors enable us to implement our investment philosophy in well-structure