Comprehensive wealth planning for each generation Private Wealth Management
BV Group
561-416-6916
1800 North Military Trail
Suite 300
Boca Raton, FL 33431
Whether you are looking to build a solid plan around your personal retirement and legacy goals, maximize your earnings or increase shareholder value in your company, BV Group can provide the clarity, discipline and financial insight you need to tackle your most complex wealth challenges.
As former practicing CPAs and seasoned Private Wealth Advisors, we have worked closely with sophisticated families, senior executives and professional athletes for over 3 decades. Our experienced team of Certified Financial Planner™ professionals, Certified Investment Management Analysts® and Certified Exit Planning Advisors® offers financial planning and accounting, wealth creation and preservation strategies in every type of market environment.
We have the hands-on experience, specialized skill set and dedicated resources to deliver the right opportunities for helping to grow and protect your financial success, and it all starts with a conversation.
Michael Bober and Ed Ventrice are recognized industry leaders
- Founders of BV Group with over 3 decades of wealth management experience
- Formerly practicing CPAs with the CFP® designation and CIMA® designation awarded through the Wharton School of the University of Pennsylvania. Mike & Ed have also obtained the Certified Exit Planning Advisor (CEPA®) designation.
- Over $2 billion in assets under advisement
- Barron’s Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017, 2015, 2014
- Financial Times Top 400 Financial Advisers, 2020, 2019, 2018
- Forbes Best-In-State Wealth Advisors, 2020, 2019, 2018
Comprehensive wealth management
Because the success you’ve achieved over a lifetime represents more than money, our recommendations will always strive to help protect your family and the legacy you choose to leave behind.
Services for executives and business owners
To be a leader in business, it takes strategic vision and a disciplined process to reach your goals. BV Group applies the same approach to help executives and business owners enhance their company’s success, while also helping to ensure they receive the maximum benefit from the wealth they’ve created.
Planning insight for professional athletes
BV Group has been working with professional athletes for over two decades and with a former athlete on the team, we are aware of the challenges you may be facing. The spotlight is exhilarating but the consequences of success can be great—both personally and financially. How are you preparing for it?
Case studies
To make the right choices, you need to ask the right questions. And when it comes to answering the financial ones, we can help. Read more about how we did it.
1. Retiree case study: How can I bring order to my estate?
Structuring an estate plan to benefit your blended family and charity
2. Executive/business owner case study: How do I fund my next venture?
Transitioning from the sale of a business into a new life
3. Case study: professional athlete
Helping professional athletes create a lifelong wealth plan