Wealth planning for each generation

Private Wealth Management

Family photos on shelf

Whether you are looking to build a solid plan around your retirement and legacy goals, maximize your earnings or increase value in your company, BV Group can provide the clarity, discipline and financial insight you need to tackle your most complex wealth challenges.

As former practicing CPAs and seasoned Private Wealth Advisors, we have worked closely with sophisticated families, senior executives and professional athletes for over three decades. Our experienced team of Certified Financial Planner™ professionals, Certified Investment Management Analysts®, Certified Exit Planning Advisors®, Chartered Financial Analysts®, and Athlete and Entertainer Consultants, offers financial planning and accounting, wealth creation and preservation strategies in every type of market environment.

We have the hands-on experience, specialized skill set and dedicated resources to deliver the right opportunities for helping to grow and protect your financial success, and it all starts with a conversation.

The proof is in our numbers

$3 billion

Assets under management

14 person

seasoned team

6

Advisors on the team


Sarah Ponczek Live on Fox Business, Mornings with Maria

Date.February 14 2023

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  • Sarah Ponczek
  • Maria Batiromo
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Comprehensive wealth management

Services for executives and business owners

Planning insight for professional athletes

Retiree case study: How can I bring order to my estate?

Executive/business owner case study: How do I fund my next venture?

Case study: Professional athlete

Michael Bober and Ed Ventrice are recognized industry leaders

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

  • M Bober

    Michael Bober, CFP, CIMA, CEPA, AEC

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
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    • IN
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    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
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    • UT
    • VA
    • WA
    • WI

    Michael is a founding member of BV Group with three decades experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

    He earned his B.S. from Rutgers University and holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. He received the Certified Investment Management Analyst (CIMA®) designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania. Mike is also a Certified Exit Planning Advisor (CEPA®) and frequently helps business owners with all phases of their transition strategy.

    Before becoming an investment advisor, Michael was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

    Mike and his wife reside in Boca Raton, FL and in their free time enjoy travel, fitness, food, wine and trying to keep up with their three daughters. He is also actively involved with various charities in South Florida.

     

    California Insurance License#: 0B54172

     

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Private Wealth Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Exit Planning Advisor
      • Certified Investment Management Analyst®
      • Athletes & Entertainers Consultant
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
    • Etrice

      Ed Ventrice, CFP, CIMA, CEPA

      Managing Director–Wealth Management

      Private Wealth Advisor

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      • AL
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      • GA
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      • ME
      • MI
      • MO
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      • NC
      • NH
      • NJ
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      • NV
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      • OR
      • PA
      • RI
      • SC
      • TN
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      • WI

      Ed is a founding member of BV Group with three decades experience in wealth management services, supporting the needs of Corporate Executives, Business Owners, High Net Worth Individuals, Multi-Generational Families and Professional Athletes.

      He holds the Certified Financial Planner (CFP®) designation and the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consulting Association through Wharton School of Business, University of Pennsylvania. Ed is also a Certified Exit Planning Advisor (CEPA®) and frequently helps business owners with all phases of their transition strategy.

      Ed graduated from the University of Florida with a Bachelor of Science in Accounting. Before becoming an investment advisor, Ed was a Certified Public Accountant with a National Accounting firm. He has the experience and credentials that build confidence.

      Eddie and Elyse reside in Boca Raton, Florida with their 5 children. In their free time, they enjoy fitness, biking, tennis, travel and cooking. Ed is actively involved with various boards and several charities.

       

      California Insurance License#: 0B59531

      • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • University of Florida, Bachelor of Science, Accounting
      • Private Wealth Advisor
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      1800 North Military Trail
      Suite 300
      Boca Raton, FL 33431
    • Macdonal

      Michael MacDonald, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

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      • ME
      • MI
      • MO
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
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      • VA
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      • WI

      Michael MacDonald has been part of the BV Group for more than 22 years. In his previous career, he established and directed the West Coast office of his family’s transportation company that was sold to a Fortune 100 company. After the sale, he began to manage his family’s wealth and turned it into a career. Mike holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. and earned his B.S. in Business Administration from Arizona State University. He is married and has three sons. His hobbies include fishing, biking and fitness.

       

      California Insurance License#: 0E52843

          • CERTIFIED FINANCIAL PLANNER™
          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
        • W Marino

          William Stuart Marino, CFP, AWMA

          First Vice President–Wealth Management

          Financial Advisor

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          • MA
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          Billy is a Financial Advisor with 16 years of industry experience, initially joining UBS Financial Services Inc. as a Wealth Planning Associate and transitioning to BV Group as a Financial Advisor in 2018, after careers at both Lehman Brothers and RBS Greenwich Capital. Billy enjoys working with clients on financial goal analysis, planning, and all aspects of wealth management. He holds the Certified Financial Planner (CFP®) designation as well as the Accredited Wealth Management Advisor® designation.  He is a graduate of Williams College in Williamstown, MA where he played Lacrosse, Squash and Soccer but remains very active in his alumni Palm Beach chapter.

          Billy is a proud member of the Rotary Club Downtown Boca Raton, a Trustee with the Boca Raton Chamber of Commerce, serves on the board of the Peter Blum Family YMCA of Boca Raton, and is a Selection Committee Member for the George Snow Scholarship Fund.

          He resides in Boca Raton, FL with his wife and two children and loves to fish in his almost non-existent free time!

              • Accredited Asset Management Specialist℠
              • CERTIFIED FINANCIAL PLANNER™
              1800 North Military Trail
              Suite 300
              Boca Raton, FL 33431
            • Santos

              Alex Santos, CFP®, CEPA, AEC

              Senior Vice President–Wealth Management

              Financial Advisor

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              • CT
              • FL
              • GA
              • IL
              • IN
              • KS
              • KY
              • LA
              • MD
              • ME
              • MI
              • NC
              • NJ
              • NV
              • NY
              • OH
              • OR
              • PA
              • PR
              • SC
              • TN
              • TX
              • VA

              Alex began his career in financial services in 1999 working for Campbell Williams Inc., a boutique advisory firm in Miami, FL. A seasoned professional, he draws upon 20+ years of experience helping institutional retirement plans, corporate executives, high net worth investors, and professional athletes by delivering advice and solutions to help them achieve their financial goals. In 2013, Alex joined BV Group, partnering with Michael Bober and Ed Ventrice to help clients clearly define investment objectives and implement appropriate solutions by remaining informative, accessible, independent and transparent in each interaction. Alex embraces a planning-based approach that begins with the creation and continual monitoring of a financial plan that serves as a road map, which informs every solution.  He bases each of his relationships on four pillars of wealth management—lifestyle management, risk management, liability management and asset management. 

              Alex graduated Cum Laude from the University of Miami in Coral Gables, FL with a BBA. in finance, also a member of Iron Arrow Honor Society, the highest attainable honor at the University of Miami. Alex is a Certified Financial Planner and also earned the Certified Exit Planning Analyst designation.

              An All-American collegiate athlete both academically and athletically, Alex was inducted into the University of Miami Sports Hall of Fame in 2010 and is the winning pitcher of the 1999 University of Miami College World Series National Championship team. He enjoyed an 8 year professional career with the Tampa Bay Rays and Oakland Athletics within their minor league organizations.

              Alex lives in Tampa, FL, with his wife, Ana, and their 3 children, Sol Marina, Kieran Leo, and Thiago Xandre. Alex serves on the board of Vita Nova, a non-profit that helps children in foster care transition into adulthood by providing housing and life skills coaching. Alex is multilingual, fluent in Portuguese and Spanish.

              CA Ins Lic#: 0I26833


               

               

              • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

                • Athletes & Entertainers Consultant
                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431
              • Sarah Ponczek

                Sarah Ponczek, CFP® , CIMA®

                Financial Advisor

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                • FL
                • GA
                • IL
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                • LA
                • MA
                • MD
                • MI
                • MO
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OR
                • PA
                • RI
                • SC
                • TN
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                • UT
                • VA
                • WA

                 

                Sarah joined BV Group with a wealth of experience from Bloomberg, where she analyzed and reported on financial markets for Bloomberg News, TV and Radio.  In addition, she hosted a weekly podcast called “What Goes Up” and acted as fill-in anchor for Bloomberg TV and Radio. Sarah holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute through Wharton School of Business, University of Pennsylvania, and enjoys working with clients on investment and portfolio analysis.

                 Sarah graduated with high distinction from the University of Michigan. She was also named a James B. Angell Scholar for high achievement and inducted into the Honor Society of Phi Kappa Phi. Now, Sarah appears frequently on Bloomberg, CNBC and Fox Business to discuss capital markets and investing. She’s also been featured in Barron’s. Sarah is involved with the Junior Achievement of South Florida’s Circle of Wise Women and Impact 100 Palm Beach County. She is a Trustee with the Boca Raton Chamber of Commerce and a member of All Bar None at UBS, an internal organization dedicated to promoting professional advancement of women. In Sarah's free time she enjoys exploring South Florida and spending time with family, friends and her goldendoodle. 

                 
                Media Appearances: 

                • Bloomberg - Nov 2022
                  https://www.bloomberg.com/news/videos/2022-11-22/ubs-private-wm-s-ponczek-video

                • Barron's - The Big Q - Oct 2022
                  https://www.barrons.com/advisor/articles/mortgage-rates-financial-advice-arms-jumbo-51665509380?refsec=the-big-q&mod=topics_the-big-q#:~:text=By,editors%40barrons.com

                • Fox Business - Oct 2022
                  https://video.foxbusiness.com/v/6313771119112#sp=show-clips

                • Bloomberg - Mar 2022 
                  https://www.bloomberg.com/news/videos/2022-03-03/ubs-ponczek-on-markets-strategy-video

                These are the comments of this Financial Advisor only, and not of UBS Financial Securities Inc., its subsidiaries or affiliates.

                  • University of Michigan, Ann Arbor, MI with a B.A.in Communication Studies and Political Science minor. She was also named a James B. Angell Scholar for high achievement and was inducted into the Honor Society of Phi Kappa Phi.
                  • Certified Investment Management Analyst®
                  • CERTIFIED FINANCIAL PLANNER™
                  1800 North Military Trail
                  Suite 300
                  Boca Raton, FL 33431

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