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Building better portfolios for you.
OUR FIRM
BFG Wealth Management is a boutique investment management and wealth advisory firm founded by Alexis Buchholz & Shahla Buchholz. We currently serve our clients in two office locations: Dallas, Texas and Honolulu, Hawaii.
BFG Wealth Management manages assets for entities, high net worth individuals, and families. We are committed to our clients, treating each account as it were our own. We are all family here.
Alexis Buchholz
Managing Partner
Mr. Buchholz serves as Managing Partner of BFG Wealth Management. His activities are focused on investment advisory, portfolio management, and strategic planning.
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He has over 19 years of experience in the financial services industry, including commercial banking analytics, mutual fund brokerage management, and investment portfolio structure and design.
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Alexis is also an avid marathoner, with a current goal of completing a marathon in under 3 hours. Combined with his love for travel, his long-term goal is to become a member of the 50 States Marathon Club.
Folio Investment Inc, a subsidiary of Goldman Sachs Group Inc, is a brokerage, custody and clearing service to Registered Investment Advisors with the proven leadership experience, capital position, and technology expertise necessary to serve our clients.
Our integrated financial planning software that allows our wealth management clients to link and view everything in one place is powered by eMoney.
Advice Pay is our billing software that allows our clients to easily make payments via direct billing with credit card or bank accounts for their fees.
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