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At BFG, 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:
We offer free, no-obligation consultations to help you determine if our firm is the right fit for you.
Check the background of your financial professional on FINRA’s BrokerCheck.
Copyright 2024 BFG Financial Advisors
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, 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 of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.
This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, ME, MA, MD, MS, MO, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Investor Disclosures: https://bit.ly/KF-Disclosures
Important information regarding our health plan’s Machine-Readable Files (MRF): This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes in-network negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine-readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data. https://transparency-in-coverage.uhc.com
Copyright © 2024 BFG Financial Advisors
