Client LOGIN

Click here to learn how to upload documents in the portal.

Follow Us :

Facebook Linkedin Instagram Youtube

Looking for a specific advisor? Reach out to Amanda Pancake at apancake@bfgfa.com or ext. 224 for scheduling. 

book a call

About Us

Our Mission

To empower the community through planning, education, and financial wellness advocacy, and to help individuals and families “graduate” into retirement.

Our Vision

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.

Literacy →

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.

Planning →

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.

Freedom

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.

What We Stand For

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:

Work With us

Clients

Always putting our clients’ interests first.

Team

Building a culture of mutual respect and accountability to enhance the client and employee experience.

Community

Supporting the communities in which we live and work with our time, talent, and treasury.

Profession

Being active participants in the advancement of our profession.

Community Involvement

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:

Recent Awards and Recognitions

2026
Influential Marylanders

Lena Nebel was named a 2026 Influential Marylanders honoree. Presented by The Daily Record, Influential Marylanders was created in 2006 to honor people who have made a significant impact in their fields and continue to be leaders in the state.

Hispanic Leadership Awards

Claudia Glover was named a 2026 Hispanic Leadership Awards honoree. Presented by The Daily Record, Maryland’s Hispanic Leadership Awards honor the growing and powerful force of Hispanic people in Maryland’s economy and culture by recognizing Hispanic leaders and the companies that empower them. 

AdvisorHub Advisors to Watch

AdvisorHub's 2026 Advisors to Watch lists spotlight 1,000 financial advisors from across the country in seven categories. 

Yanni Niebuhr was named #5 on the 50 NextGen Advisors list. Claudia Glover was named #271 on the 400 Advisors Under $1 Billion list.

Rising Star of the Year

Yanni Niebuhr was named a 2026 Wealth Management Industry Awards Rising Star of the Year. Selected from more than 1,000 nominations across the industry, this recognition honors emerging talent making an impact in wealth management.

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.

2025
Kestra Ascend Award for NextGen Advisor

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.

Distinguished Alumni Achievement Award

Lena Nebel was presented the Distinguished Alumni Achievement Award by York College of Pennsylvania, which is given annually to an alumna/us who has demonstrated noteworthy and distinctive professional achievements. 

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.

Empowering Women Award

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.

Reader Rankings: Best Wealth Management

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.

Inspire MD Rising Star Award

Presented by the Maryland Chamber of Commerce to Yanni Niebuhr, CFP®, this program recognizes the exceptional achievements of inspirational Maryland professionals under 40.

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.

Advisors to Watch

Presented by Advisor Hub to Yanni Niebuhr, CFP®, this program recognized 250 advisors nationwide who manage under $1 billion. These 250 advisors represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.

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.

2024
Honor Roll Award for Women’s Representation in Leadership

This award, presented by Executive Alliance, is given to companies that have proven their commitment to advancing women within their organization, industry, and community.

Learn more.

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.

Reader Rankings: Best Wealth Management

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.

2023
Empowering Women Award

The Daily Record’s Empowering Women awards recognizes companies and organizations that have shown a strong commitment to supporting and elevating women in Maryland.

Learn more.

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.

Honor Roll Award for Women’s Representation in Leadership

This award, presented by Executive Alliance, is given to companies that have proven their commitment to advancing women within their organization, industry, and community.

Learn more.

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.

Ascend Award for Innovation

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.

Learn more.

2022
Reader Rankings: Best Wealth Management

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.