With established strategic alliances we are able to offer our clients a list of specialized products and services.
With established strategic alliances we are able to offer our clients a list of specialized products and services.
What is BMG, LLC? Batista Management Group, LLC is a financial services company based in the Merrimack Valley. We offer financial planning, life insurance, real estate services, and business consulting — all under one roof. We're a family business backed by 25+ years of combined experience across investment operations, real estate, marketing, risk management, and business consulting.
Who is David Batista? He is the founder and lead advisor at BMG. He holds the Chartered Alternative Investment Analyst designation and is a licensed real estate agent affiliated with Douglas Paul Real Estate. He brings a buy-side institutional background and operates as a bilingual advisor serving both English- and Spanish-speaking clients throughout the Merrimack Valley.
What services does BMG offer? We offer four core services: Financial Planning, Life Insurance, Real Estate Services, and Business Consulting. Whether you need a retirement roadmap, coverage for your family, help buying or selling a property, or strategic guidance for your business — we've got the right resource for you.
How much does financial planning cost? Personal financial planning starts at $115/month (billed annually at $1,380). Business planning starts at $172/month ($2,064/year). We also offer standalone services like a Retirement Planning Review starting at $499. Your first consultation is always free.
What does the financial planning service include? Our financial planning engagements cover retirement planning, cash flow and expense planning, insurance and risk management, and debt reduction and management. We work with you to build a comprehensive plan tailored to your specific goals — not a generic template.
Is my first consultation really free? Yes. No strings attached. We can accomplish a lot in a single meeting, and we want you to walk away with real value before you ever write a check.
What kind of life insurance do you offer? We're an independent broker, which means we're not tied to any single carrier. After a quick financial assessment, we'll recommend the right type and amount of coverage for your situation — whether that's term, whole life, or an IUL. We only affiliate with top-rated carriers.
Why do I need life insurance if I have group coverage through my employer? Group life insurance is a starting point, not a finish line. Roughly 40% of insured married couples rely solely on employer-sponsored coverage — which means they're almost certainly underinsured. If you change jobs or lose your position, that coverage disappears. We help you build a personal policy that follows you.
What real estate services does BMG provide? We assist with purchases, sales, rentals, and investment properties. Our agent David Batista, CAIA® is affiliated with Douglas Paul Real Estate, which has access to over 15,000 investment properties. Whether you're a first-time buyer, downsizing, or exploring multi-family and commercial investments, we're in your corner.
What does your business consulting service look like? We work with business owners to identify inefficiencies and build actionable plans to maximize revenue. Our clients trust our research and analysis to deliver real results — not theory. Pricing is variable based on scope.
Do you work with Spanish-speaking clients? Yes. David Batista is a bilingual advisor and we actively serve Spanish-speaking clients throughout the Merrimack Valley. Financial guidance should never be limited by language.
Where are you located? Our office is at 777 Essex Street, Lawrence, MA 01841. You can reach us at (617) 356-7767 or through the Contact page on this site.
What does the sea turtle on your logo represent? That's Tom — a loggerhead sea turtle known to nest off Saona Island in the Dominican Republic. Tom represents our three company pillars: Strength, Alliance, and Longevity. He's also a nod to our commitment to ESG awareness — we believe investment and business decisions have environmental consequences, and we want our clients thinking about the world they're building for future generations.
How do I get started? Simple — schedule a free consultation or call us directly at (617) 356-7767. Time is your most valuable asset. Don't waste it.