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To empower the community through planning, education, and financial wellness advocacy, and to help individuals and families “graduate” into retirement.
To transcend what it means to be a financial advisory firm.
For more than 20 years, BFG Financial Advisors has continued to follow the principles it was built on: transparency, trust, and putting the client first.
No matter your background or financial situation, BFG Financial Advisors is committed to providing personalized service that meets your unique needs. Our goal is to empower you with the knowledge and tools necessary to make informed financial decisions and achieve lasting success.
Here, we believe in financial planning for all and that every family is unique, so we guide and educate people from financial literacy to financial freedom.
Whether you’re 15 or 55, financial literacy is the key to financial empowerment. We are dedicated to spreading financial literacy through free resources, books, online courses, and one-on-one meetings with our team.
Each family deserves a financial plan that works for them. With our diverse group of CFP Practitioners our process is as unique as the families we serve.
With a comprehensive plan and the financial literacy to understand each aspect, every family has the potential to reach financial freedom. We’re here to help you get there.
We take our role as your trusted advisors seriously and feel truly honored to provide the guidance and oversight to help you find confidence in your financial journey. To support this priority, we stand by the following service commitments:
Always putting our clients’ interests first.
Building a culture of mutual respect and accountability to enhance the client and employee experience.
Supporting the communities in which we live and work with our time, talent, and treasury.
Being active participants in the advancement of our profession.
Giving back to our community is part of the core of who we are at BFG Financial Advisors. Every team member believes in the importance of being an active community member and gives back in ways that matter to them. As a result of our efforts, our firm has been recognized for our community involvement, including being named as a finalist for the Small Employer Award in the 2012 Maryland Business Philanthropy Awards by the Maryland Chamber of Commerce and Baltimore Business Journal.
Through our commitment to community service, our employees have donated time, talent, and treasury to support the following charitable organizations, among others:
Presented to Yanni Niebuhr, CFP®, this award recognizes exceptional emerging leaders under 40. The NextGen Advisor Award celebrates those who demonstrate outstanding leadership, dedication, and innovation within the wealth management industry.
This award was given by Kestra Financial and is not based on an independent third-party ranking or industry evaluation. It reflects emerging leaders, professional achievements within their firm, and does not constitute an objective measure of investment performance.
This award, presented by Executive Alliance, is given to companies that have proven their commitment to advancing women within their organization, industry, and community.
All endorsements provided by non-clients of BFG Financial Advisors. No compensation was paid directly or indirectly, and there are no material conflicts of interest that would affect this endorsement. This endorsement may not be representative of the experiences of others and does not provide a guarantee of future performance or success.
The Daily Record’s Empowering Women awards recognizes companies and organizations that have shown a strong commitment to supporting and elevating women in Maryland.
All endorsements provided by non-clients of BFG Financial Advisors. No compensation was paid directly or indirectly, and there are no material conflicts of interest that would affect this endorsement. This endorsement may not be representative of the experiences of others and does not provide a guarantee of future performance or success.
This award, presented by Executive Alliance, is given to companies that have proven their commitment to advancing women within their organization, industry, and community.
All endorsements provided by non-clients of BFG Financial Advisors. No compensation was paid directly or indirectly, and there are no material conflicts of interest that would affect this endorsement. This endorsement may not be representative of the experiences of others and does not provide a guarantee of future performance or success.
BFG Financial Advisors received the 2023 Ascend Award for Innovation during the annual Ascend Financial Advisor conference hosted by Kestra Financial for its financial professionals. The award recognizes a visionary business that is blazing a contemporary trail in the industry with cutting-edge technology, next-generation service or marketing models, or other programs designed to evolve the business of wealth management advice.
Presented by The Daily Record, Reader Rankings is a unique event that celebrates and recognizes the best our community has to offer through a nomination round, a voting round, and our annual celebration revealing the top winners.
All endorsements provided by non-clients of BFG Financial Advisors. No compensation was paid directly or indirectly, and there are no material conflicts of interest that would affect this endorsement. This endorsement may not be representative of the experiences of others and does not provide a guarantee of future performance or success.