About

Committed to providing clients impeccable service and trusted advice, BG works hard to offer unique benefits, including:

Supported by independent broker-dealer First Allied Securities, Inc., Mark V. Biagini and Anthony Grassi, Jr., have access to a wide range of investment solutions and products. This allows us to offer clients investments and strategies typically only available to institutions and high net-worth individuals.

We believe that the single most important factor in helping you achieve a secure retirement is having the right strategy in place.  We are a strategy-driven firm dedicated to creating personalized strategies for our clients. Market performance, financial products, returns, taxes, fees, etc. – all of these are important, but making sure we have a guiding vision in place gives our clients the peace of mind they deserve.  Our strategies allow our clients to maintain their lifestyle, keep up with inflation, and mathematically calculate their risks.  We match each year’s retirement income needs with time-segmented investments.  We give every dollar a purpose and a job. We need to get the strategy right before we even think about products. After all, “your wealth deserves a strategy.”

Beyond the advisors at BG, Anthony Grassi, Jr. have access to a diverse team of industry leaders including CPAs, attorneys, and third-party money managers. Together, the team constructs each client’s portfolios into a comprehensive solution.

We’re committed to building long-term relationships with clients, working with them as they advance in their careers, start families, and transition into retirement. We offer continued support, education, and guidance over the milestones of life.

As an independent firm, BG is committed to serving clients in a transparent manner, from explaining the fees we charge to the strategies we implement. We only offer objective advice and aren’t tied to any singular product.

BG has an experienced team of advisors with diverse backgrounds and experiences. By collaborating and relying on multiple strengths, we can share unique viewpoints and discover multiple opportunities for clients.

Beyond their decades of experience, Mark V. Biagini and Anthony Grassi, Jr. hold the following advanced credentials:

Mark holds the CERTIFIED FINANCIAL PLANNER® certification. Not all financial planners are certified. In fact, only a select group of planners have fulfilled the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER® professional.

This certification means a financial advisor has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients. CERTIFIED FINANCIAL PLANNER® professionals are held to the highest of standards in terms of ethics and responsibility. All practitioners must abide by a strict code of professional conduct and ethical responsibilities.

Anthony is a Certified Wealth Strategist®, a designation that recognizes advisors who have a thorough understanding of the issues surrounding effective wealth advising and can address clients’ diverse wealth management needs.

With this designation, Anthony has the technical knowledge, client communication skills, and practice management know-how to develop a wealth management process that effectively works for clients with complex wealth needs. He strives to become his clients’ most trusted advisor.

Mark and Anthony both hold the Certified Wealth Preservation Planner designation. A Certified Wealth Preservation Planner is armed with thorough knowledge regarding advanced estate planning, financial planning, income planning, and asset protection. This credential focuses on effective strategies for preserving wealth through financial planning.

After spending decades in the financial services industry working with large firms and in the trading industry, Mark and Anthony believed that they could better serve their clients objectively and independently by creating their own independent practice. 

Not all financial firms are independent. Some are aligned with specific product carriers or proprietary products. As an independent firm, BG is not tied to one specific service or solution. Instead, the firm has the freedom to recommend services and strategies it believes align with each client's unique needs.

As independent advisors working with broker-dealer First Allied Securities, Inc., Mark V. Biagini and Anthony Grassi, Jr. put their clients’ needs first. Without any quotas to meet or proprietary products to push, they can provide objective and unbiased financial advice. They understand that each client’s individual financial situation is unique and deserves an equally unique approach. 

Pursuing financial independence takes commitment and ongoing support. BG aims to establish long-lasting and trusted relationships with clients in order to help them stay on track as they follow their financial roadmap.