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BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.

View Top Employees from BFG Financial Advisors
Website http://www.bfgfa.com
Revenue $4 million
Funding $150000
Employees 35 (35 on RocketReach)
Founded 2003
Address 16 Greenmeadow Drive Suite 201, Timonium, Maryland 21093, US
Phone (410) 252-4555
Technologies
Industry Financial Services, Brokerage, Comprehensive Financial Planning, Finance, Wealth Management, Retirement Planning, Estate Planning
Competitors Everest Wealth Management, Inc., Fox Run Village, Gambrill Gardens, NSM Insurance Group, William Gallagher Associates
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

BFG Financial Advisors Questions

The BFG Financial Advisors annual revenue was $4 million in 2024.

Lena Nebel is the COO of BFG Financial Advisors.

35 people are employed at BFG Financial Advisors.

BFG Financial Advisors is based in Timonium, Maryland.

The NAICS codes for BFG Financial Advisors are [52, 52393, 523, 5239].

The SIC codes for BFG Financial Advisors are [628, 62].

Top BFG Financial Advisors Employees

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