Welcome

If you are interested in opening a new IRA or would like to roll over a prior IRA or 401(k) account, please visit our EasyIRA page for more information.
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Minimal Risk

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BTA focuses on minimizing the risk of the four main threats to a family or business: death, illness, unemployment, and disability.

Efficient Solutions

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At BTA Advisory Group, we focus on creating efficient solutions for our clients that involve all of their current advisors such as attorneys and CPAs. By creating an efficient plan, often you can get double- and triple-duty dollars.

Business Solutions

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Not only does BTA offer solutions for individuals, but our advisors also possess the experience and resources to implement complete solutions for businesses including business succession, key man insurance, health insurance, 401(k) plans, and executive compensation.

The BTA Way

BTA Advisory Group is focused on allowing business owners to focus on what matters most for them – keeping their business successful. In order to do that, we do not have a “Size Ten Shoe” approach. We do not have any one size fits all solution for any business or individual. We have a team based approach and want to work with any current advisors to design and implement a plan that works for our clients.

We know that our clients have enough on their plate to deal with, without the added pressure of worrying about how much they will need to enjoy the retirement that they would like and how to get there.

Located in Orange County, California, BTA Advisory Group’s team members seek to build local relationships with businesses and individuals who have recognized the fact that Social Security will not be able, in its current state, to fully provide for an adequate retirement. Through working tightly within the Irvine Chamber of Commerce, we have been able to establish an extensive network of relationships to help provide those interested with a full menu of services provided by companies we have come to know and trust.

If you are interested in viewing our Preferred Vendors list to find a business that can help you to make your business what you envision it to be, you can find it on this website or contact us to have a hard copy sent to you. Please do let us know if you are able to make a successful connection with one of our fellow Chamber members.