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The Business Strategies Group of Southern California

Wherever your business is in its lifecycle, our team of financial professionals can help you optimize your success.  Our coordinated, comprehensive services bring you access to  knowledge, competitive markets and strategies all through one organization.  This saves your company time, resources and creates consistency.  Maximize the financial opportunities for your business, your employees, your key people and yourself by using our unique consultative approach to do it your way.

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Get to Know The BSG of Southern California

The BSG of Southern California is a team of financial professionals formed to work with closely held businesses. Every day, we speak to business owners like you. From start-ups to companies that have lasted generations, we help identify new opportunities in your financial plans.

We listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, we work closely with you and your financial team to prioritize and implement strategies that build value.

  • Business Continuity and Succession Planning
  • Executive & Employee Benefits
  • Company Retirement Plans
  • Estate and Legacy Planning Strategies
      

The Business Strategies Group is a division of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN)

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Client Centered

Why work with a financial professional

We understand that wealth management is about more than just money. It’s about appreciating who you are and what you want in life. And while it can be challenging to put a plan together for the future, you don’t have to do it alone. Our financial professionals will work with you to design a comprehensive, personalized financial strategies that fits your goals today and your vision of tomorrow – in a true collaboration of our efforts. In the end, we’ll help you build a fulfilling future, your way.

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Client Centered

Equitable Advisors supports your financial practice

When you join Equitable Professionals, you’re in control but not alone. You bring your ambition, and we provide the support to help you achieve long-term success. Our supported independence model means you can focus on your clients and your business the way you envision. You get the resources of a leading national firm, supported by people in your local market, to help you build the practice you want.

Explore Equitable Advisors

Our offices

Our Process

Orange County

2050 Main Street, Suite 500, Irvine, CA  92614

Our Values

Los Angeles

5700 Wilshire Blvd, Suite 120A, Los Angeles, CA 90036

Our History

San Diego

4370 La Jolla Village Drive, Suite 400, La Jolla, CA 92122

Our Resources

Woodland Hills

21700 Oxnard Street, Suite 1100, Woodland Hills, CA 91367

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.