About Us
Bee Street Advisory Group's Primary Purpose
At Bee Street, we bring together a team of professionals with experieince in financial planning, tax strategy, insurance, and investment management. Our full-service, client focused approach is designed to deliver high-quality advice to both individuals and businesses.
Comprehensive financial planning goes beyond documents, investments, and insurance policies. It's an ongoing, integrated process that requires coordination across financial, tax, retirement, insurance, and estate planning needs. Our team works collaboratively to implement and monitor tailored strategies that align with each client's evolving goals and circumstances.
Most individuals and businesses work with a variety of specialists, such as accountants, investment advisors, lawyers, insurance agents or brokers, Human Resource departments, government agencies, bankers, and realtors; Often, clients are left to connect the dots themselves, which can lead to fragmented and suboptimal outcomes.
At Bee Street, our financial planners act as the quarterback of the client’s advisory team. We communicate across disciplines—tax, insurance, investments, employee benefits, retirement, and estate planning—bringing everything together into one cohesive plan. In today’s world of increasing financial complexity, clients need a professional who not only understands the full picture, but also has the skill and insight to keep it aligned with their goals.
How We Got to Today
Bee Street Advisory Group was founded in 2017 by Marty Sergi to expand services available to clients and their families, friends, and neighbors. To complement his more than 40 years of financial and industry experience—and to better serve the evolving needs of his clients—Marty completed two years of advanced coursework to refresh and expand his tax expertise, incorporating Social Security and Medicare planning as well as guaranteed income strategies. He achieved his CFP® Certification in 2020.
Since then, our firm has experienced significant growth, expanding to include a diverse team of financial professionals across major areas of financial planning. Our expertise now encompasses a full spectrum of services, including tax-advantaged investment strategies, retirement and Social Security optimization, Medicare planning, insurance solutions, educational funding, real estate planning, and debt management.
Bee Street Advisors look forward to continuing to serve clients with personalized care and thoughtful guidance across every branch of financial planning. As we broaden our expertise and services, we remain dedicated to growing alongside our clients—helping them achieve clarity and confidence throughout every stage of their financial journey.
Knowledge is power
Knowledge is also the foundation for well-considered decisions. When you have retirement in sight or are just starting your planning, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments and retirement planning to insurance strategies, the range of financial decisions you face can be complex and often overwhelming.
Many of our clients ask "Will I outlive my money?"
Bee Street is here to help you answer that question and many more through thoughtful financial planning. See FAQ Page
We invite you to explore our comprehensive range of services designed to support your financial goals.
Because no single strategy fits every individual, we take the time to understand your unique needs. Each client receives our full attention—from planning through execution and follow-up. Our proactive approach helps you build a strategy aligned with your objectives, using efficient, effective methods.
Life comes with challenges, and we’re here to help you navigate them. By anticipating and addressing obstacles as they arise, we aim to keep you on track toward a purposeful financial future.
Take a moment to browse the resources on our website. If something sparks a question, feel free to call or email—we’d love to hear from you.