Mike Germo, CFP®

Mike Germo, CFP®

Mike was the founder of Financial Planning Resources prior to merging with Bucholtz Consulting. Mike has been a registered investment advisor since 1985 and received his CERTIFIED FINANCIAL PLANNER™ designation in 1987. In 2019 Mike merged with Dave Bucholtz, Bucholtz Consulting. In March 2023, the company changed its name to Bucholtz & Germo.


Mike graduated from Ohio University in 1978 with a B.A. in Business. He has certifications in life insurance, variable & fixed annuities, and long-term care. As part of his asset management services, Michael spends time learning about and getting to know his clients. He then combines that with his over 35 years of experience to create an investment portfolio designed to meet the investment goals of the client.

Mike has been a lifelong resident of Lake County. He grew up in Wickliffe and currently lives in Concord. In his free time, Mike enjoys spending time with his wife, Bridget, and golfing. Mike and Bridget enjoy traveling to Naples, Florida, especially in the winter. They have a small, (but mighty!), Cavachon dog named Bentley.

Email: mike@bgwealth.com