About ADVISOR
Independent by design. Connected by purpose.
One financial boutique brings accounting, investments and capital markets together through three specialized ADVICE businesses.
One reputation. Three specialist businesses.
ADVISOR.BG is the reputation brand behind an independent, entrepreneurial financial boutique. Built on the belief that sound financial decisions deserve specialist knowledge and direct attention, it connects three focused businesses without asking them to become one-size-fits-all providers. Our mission is to help clients navigate the decisions that shape their businesses, investments and access to capital.
ADVICE ACCOUNTING HUB supports accounting and business operations; ADVICE INVEST focuses on investments and long-term value; and ADVICE INVEST BROKER provides investment services and access to capital markets. Each brings its own expertise to a connected financial ecosystem, while ADVISOR provides a shared commitment to independence, thoughtful execution and relationships that endure.
The principles behind our work
Specialist thinking, connected perspective
Focused teams bring depth to accounting, investments and capital markets, with a broader view when a client’s needs cross disciplines.
Independent advice, personal attention
Entrepreneurial independence gives us room to listen closely, think clearly and shape each engagement around the person or business behind it.
Technology that serves relationships
Digital tools make services more responsive and accessible, while trusted human relationships remain at the center of every decision.
Three Specialisms. One Financial Ecosystem.
ADVICE ACCOUNTING HUB
Accounting and business services that bring clarity to financial operations, supported by digital tools and personal expertise.
ADVICE INVEST
An investment company focused on ownership, considered opportunities and building value over the long term.
ADVICE INVEST BROKER
Investment services and capital markets expertise, combining market access with a technology-enabled approach.
Connected Where It Matters
1
Start With Your Priorities
2
Meet the Right Specialist
3
Move Forward Together
ADVISOR Financial Boutique
Built Through Expertise
From an independent advisory practice to three specialized businesses, our story is shaped by entrepreneurial thinking, personal relationships and a commitment to doing focused work well.
2012
An Independent Beginning
ADVISOR begins as a boutique practice, offering business owners direct access to experienced financial guidance without the layers of a large institution.
2015
Accounting Finds Its Focus
Growing demand for hands-on financial operations leads to a dedicated accounting practice, pairing close client support with increasingly digital ways of working.
2019
Investing with a Long View
Investment expertise takes shape as a distinct business, focused on considered decisions, ownership and lasting value rather than short-term noise.
2023
One Boutique, Three Specialisms
Capital-markets capabilities join accounting and investments within the ADVISOR ecosystem. Today, each ADVICE business brings its own expertise while clients benefit from a connected, personal approach.
Find the Expertise for Your Next Move
Tell us what you are building, investing in or planning for the markets. We will connect you with the right specialist across ADVICE ACCOUNTING HUB, ADVICE INVEST or ADVICE INVEST BROKER.