Our network of experienced professionals will support and guide you toward your personal and professional financial goals with objective advice tailored for your needs. We offer independent investment advice and fee-based financial planning services to individuals, families and businesses who seek to build, preserve and utilize their wealth.
We are committed to provide guidance on all factors that contribute to your overall success. We believe that collaboration, teamwork, and relationships are the core of every successful financial plan and investment strategy. Our approach encourages confidence by putting you and your needs first. Our team of professionals bring many decades of combined experience in the financial services industry.
We are committed to provide guidance on all factors that contribute to your overall success. We believe that collaboration, teamwork, and relationships are the core of every successful financial plan and investment strategy. Our approach encourages confidence by putting you and your needs first. Our team of professionals bring many decades of combined experience in the financial services industry.
Services
Our clients count on us to track the latest financial trends and pursue market opportunities. We strive to deliver our best investment advice to help you build and preserve wealth. As an independent Registered Investment Advisory* firm, Bagby Wealth Management uses outside qualified custodial firms to hold our clients' funds so you can feel confident that your portfolio is secure.
Mike Bagby, founder and manager of Bagby Wealth Management, has been actively and successfully involved in the financial services industry since 1982. His expertise comes from a strong educational background in finance and economics. Ed Gargas joined our team as Sales Manager in 2014 and was appointed as Director of Operations and Sales in 2015.
Our Mission: To provide wealth management services as well as tactical and strategic investment advice to help our clients build, preserve and utilize wealth. Over the course of several decades, the Bagby Wealth Management team has refined a set of principles that guide our philosophy and mission as a firm.
As a Registered Investment Advisory* (RIA) firm, we focus solely on serving your needs and acting in your best interest**. This provides you with the confidence you seek to pursue financial independence on your terms. We have no proprietary products, cross-sell quotas or home-office directives that may lead to conflicts of interest.
We believe that proactive and open communication with your tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional partners is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.
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