We offer a range of financial planning services, from investment management to tax planning and retirement planning. With us, you have everything you need in one place.

BTA Advisory Group specializes in comprehensive planning with industry-leading experts in tax, estate planning, investment management, insurance, individual planning, entity structuring, …

Jevon has been a n employer-sponsored retirement plan advisor for more than 25 years. He has had extensive experience with Vanguard and the Principal Group. He joined BTA in 2016 and …

Whether you are an individual, an employee, or a business owner, BTA Advisory Group is here to help you navigate through every stage of your life. You may have an IRA, a 401 (k), or need …

Guy Baker is the founding partner and managing director of BTA Advisory Group. Despite his 45 years of industry experience, Guy is always trying to better himself for the benefit of his clients.

Being the daughter of the Managing Director of BTA Advisory Group, I have grown up working for the company since I was eleven. I never would have guessed that I would find myself so …

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In the next article, we will look closely at the submarkets and talk about how to build portfolio on an intellectual framework. Guy Baker is the founding partner and managing director of BTA …

Contact Us STEPHEN ANTIC Director A real addition to the BTA retirement consulting team, LizAnne Allen has experience as a group plan worksite financial advisor. She worked with …

Aaron started working with Wealth Teams Alliance and BTA Advisory Group in 2022 as an affiliate and joined Wealth Teams Alliance as an Investment Advisor Representative in 2024.