WE'RE BQT FINANCIAL GROUP

Helping You Manage Your Wealth

Providing tailored financial solutions to help you build, manage, and protect your wealth with confidence.

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WELCOME TO BQT FINANCIAL GROUP

We help people build wealth — and help businesses grow.

BQT Financial Group serves clients through two distinct service lanes: Personal Wealth Services (financial planning and investment management) and Business Growth Consulting (revenue strategy, partnerships, and strategic growth support). Whether you’re planning for the future or scaling what you’ve built, we bring clarity, structure, and disciplined execution.

Charles Feimster

Principal | Wealth Advisor & Strategic Buisness Consultant

Personal Wealth Advisory

Financial planning and investment management designed to build long-term wealth with clarity and structure.

Business Growth Consulting

Revenue strategy and partnership development to expand pipeline and improve sales outcomes.

Legacy & Exit Coordination

Guidance for succession and transition planning in coordination with your CPA and legal counsel.

Tailored Financial Solutions forHigh-net-worth entrepreneursStrategic M&A Private business ownersInheritance & Legacy Planning Business GrowthCorporate FinanceExit Planning

Our team delivers the insight, structure, and strategy you need to increase business value, improve financial decision-making, and build a clear path to long-term growth. We help you strengthen revenue strategy, develop partnerships, and align your finances so your business is positioned to scale with confidence. Partner with BQT Financial Group to take the next step with clarity, execution, and results.

OUR SERVICES

What We Provide

At BQT Financial Group, we specialize in guiding business owners, entrepreneurs, and family offices through complex financial decisions. Our expertise ensures that every strategy is tailored to support sustainable growth, optimize financial structures, and create long-term value.

Financial Planning

We help you organize your financial life into a clear, actionable plan. This includes goal setting, cash flow strategy, savings targets, and decision support so you know exactly what to prioritize and why. Whether you’re building wealth, preparing for major life changes, or simply seeking clarity, we create a plan that fits your situation and keeps you on track.

Revenue Growth Strategy

We help small businesses grow revenue with a clear, structured approach to pipeline and sales performance. This includes strengthening your offer, improving how you attract and convert customers, and building strategic partnerships that expand your reach. The goal is to create consistent growth—not guesswork—through better strategy, better execution, and better relationships.

Investment Management

We design and manage disciplined investment portfolios aligned with your goals, timeline, and risk tolerance. Our approach focuses on long-term strategy, diversification, and consistency—not hype or short-term market timing. We provide ongoing oversight, monitoring, and rebalancing to keep your portfolio aligned as markets and your life evolve.

Insurance Benefits & Finance Solutions

We help businesses strengthen their team and protect operations through benefits strategy and practical financial solutions. This includes reviewing benefits options, helping owners understand cost-effective structures, and supporting implementation strategies that improve retention and employee satisfaction. When appropriate, we also help businesses evaluate financial programs or options that support stability and growth.

Retirement & Legacy Planning

We help you build a retirement strategy you can rely on and coordinate legacy priorities so your plan stays intact over time. That includes retirement income planning, withdrawal strategy, and helping ensure beneficiaries and key documents are aligned with your goals (in coordination with your attorney and tax professional when needed).

Capital Raising for Private Companies

We help private companies prepare for funding by improving financial readiness, story, and structure. This includes clarifying capital needs, improving how the business is positioned to investors, and supporting the materials and strategy required to pursue funding conversations confidently. Our role is to bring structure and clarity to the capital-raising process so business owners avoid missteps and move forward with a plan.

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Team Members

Joshua Godson

CEO, Disbe Good LLC

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Sophia Reynolds

CFO, Apex Manufacturing Group

Navigating corporate finance can be overwhelming, but BQT Financial Group made the process seamless. From business valuation to debt restructuring, they provided clear strategies that strengthened our financial position. Their hands-on approach and deep industry knowledge gave us confidence in every decision. I highly recommend them to any business looking for expert financial guidance.

Marcus Taylor

Founder, Taylor Tech Solutions

"When we were preparing for a major acquisition, BQT Financial Group provided invaluable M&A advisory that ensured we structured the deal effectively. Their ability to identify risks, negotiate favorable terms, and create a tax-efficient strategy saved us time and money. Their professionalism and attention to detail made all the difference. I wouldn't make another major financial move without consulting them first."

TESTIMONIALS

What Our Clients Says

We take pride in delivering strategic financial solutions that empower businesses to grow, transition, and thrive. Our clients trust us for our expertise, personalized approach, and unwavering commitment to their success. But don’t just take our word for it—see what they have to say about working with us.

Strategic Partner

COMPANY'S VISION

Strategic Financial Guidance for Business Owners

At BQT Financial Group, we help entrepreneurs, private business owners, and family offices make confident financial decisions with clear strategy and hands-on support. Our work spans revenue growth strategy, corporate finance guidance, and business-owner transition planning—so companies can grow stronger, increase value, and plan for the future with intention. We take a proactive, relationship-driven approach focused on long-term results, sustainable stability, and real execution—not generic advice.

🔹Sales & Revenue Acceleration

We help businesses increase revenue by improving pipeline, tightening conversion, and strengthening follow-up and sales execution. The focus is consistent growth through clear strategy, better systems, and high-quality partnerships.

🔹 Expert Employee Benefits & Business Protection

🔹 Funding Strategy & Capital Readiness

Still Confused About Our Features? Get A Consultation

We understand that financial decisions are complex, and every business has unique needs. Whether you're exploring capital solutions, exit strategies, or corporate structuring, our team is here to provide clarity and expert guidance.

OUR BLOG

Latest Blog & Articles

At BQT Financial Group, we believe that informed decisions drive financial success. Our Insights section provides expert analysis, industry trends, and strategic guidance to help business owners, entrepreneurs, and family offices navigate complex financial landscapes. Whether you're exploring capital solutions, mergers and acquisitions, or corporate structuring, our thought leadership keeps you ahead of the curve.

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