Bland Garvey Wealth Advisors, L.L.C is a member of Buckingham Strategic Partners. Buckingham Strategic Partners proudly serves and supports independent wealth management firms and financial advisors in their work of helping clients and their families meet their most important life and financial goals. It’s our highest calling. That’s why Buckingham Strategic Partners delivers academically rooted and evidence-based investment solutions, because we believe this approach gives you the best odds of achieving financial peace of mind. We provide holistic financial planning tools, because we believe true wealth management should be comprehensive. We’ve developed a long bench of thought leaders and specialists, because we believe in breadth plus depth. By partnering with Buckingham Strategic Partners, members of this nationwide community bring its collective wisdom and resources to bear on designing, building and protecting each client’s financial plan.
Our passive asset class investment approach is translated by Dimensional Fund Advisors into an array of mutual funds, each of which is rigorously designed to capture a particular “dimension” or asset class within a globally diversified portfolio.
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
Alerus represents the evolution of 401(k) plans. By returning the investment of retirement assets to professional advisors, our approach frees participants from the burden of constructing and monitoring their own portfolio and provides much-needed fiduciary protection to plan sponsors. Alerus’ 401(k) Program offers four key advantages for your plan and it’s participants:
- Advisor-Managed Portfolios
- Access to the highly regarded, institutional mutual funds Dimensional Fund Advisors
- Fiduciary Liability Protection
- Fee Transparency