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BTA Financial Group is an independent, full service financial services organization. Because we are independent, we can offer a broad range of products and services with our client’s best interest first and foremost. We represent hundreds of investment managers, investment products and insurance carriers. We work diligently to provide our clients with independent ideas, advice and strategies to help pursue their goals.

Individuals and Families

BTA Financial Group focuses on helping clients build and preserve their financial assets. We focus on five main areas – Investments, Retirement Planning, Insurance Planning, Income Tax Planning and Estate Planning.

While these areas can be independent of one another, we work to integrate and combine all aspects of planning. We work with our clients to make sure they are informed, educated and up to date on opportunities within the current tax law while incorporating what is available through their employer’s employee benefits program.


BTA Financial Group works directly with businesses and business owners to create corporate investment strategies, business continuation strategies, asset preservation and risk management strategies.

Investing in your business can be as important as when you want to get out of business. We can help with growing and preserving assets while you are in business while preparing to pass on your legacy through business continuation planning and buy-sell strategies.

Protect yourself and your company with our risk management strategies utilizing a customized commercial insurance package. Commercial insurance can be very complex and costly. We will work with you to develop and implement a commercial insurance strategy that is cost effective, understandable and tailored to your individual business. We offer several lines of coverage’s including property insurance, general liability insurance, professional liability insurance, commercial auto insurance, worker’s compensation and bonds.

Employee Benefits

BTA Financial Group’s objective is to understand and identify the evolving needs and interests of corporate plan sponsors and their employees. There is no greater evidence of this than in your company’s employee benefits program. As your Independent Third Party Advocate, we partner with you to implement and manage effective employee benefit programs. We focus on Employer Sponsored Group Benefits, Retirement Plan Services, Executive Fringe Benefit Plans, Consulting and Value Added Services.


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