By Jennifer Malone, CMFC, CFP ®, Partner + Senior Wealth Advisor
We are excited to share that BMG Advisors was recently awarded “Summit” level recognition. This comes from being among the top 2% of advisors affiliated with LPL Financial, the custodian for our client accounts and a key provider of the technology, resources, and support that help us serve our clients.
Out of 32,000 advisors nationwide, this distinction reflects not only the growth of our firm, but also the trust you have placed in our team.
While the recognition is meaningful, what excites us most is what it means for the people we serve. One feature of this qualification gives BMG access to enhanced support resources through LPL, including a dedicated Client Success Pod that helps expedite requests, navigate complex situations, and provide early access to new technology rollouts and solutions.
In practical terms, this allows us to respond more efficiently and continue improving the experience our clients have with our team.
As part of this recognition, I also had the opportunity to attend a leadership conference in London with other top advisors from around the country. During the event, BMG was one of only five firms (out of 225) recognized for its commitment to community impact. Through our work with clients and our support of local nonprofits, we continue to live out our mission of leaving the community better through the work we do.
In this meeting, I also heard about the steps LPL is taking to enhance how we directly support clients and the investments being made at a national level to reduce friction and provide an enhanced experience for our clients. As we stated in our January newsletter, the two main priorities for BMG Advisors in 2026 are to create the best client experience possible and work to utilize AI and Automation. After attending this conference and hearing from our leadership team at LPL, I am confident BMG’s priorities fully align with LPL’s. Together, we will work to fine-tune and enhance how you work with our team and your experience while doing it.
Thank you for the opportunity to partner with you. We sincerely appreciate and value the trust placed in our team to help you plan your story. It is one of our biggest privileges to do so.