Vision, Mission, & Values

Our Vision

Empowering families through financial planning.

Our Mission

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.

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.

Our Values

At BFG Financial Advisors, our goal is to honor the code of ethics established by the Certified Financial Planner (CFP) Board of Standards. Below is the CFP Board of Standards Code of Ethics and Professional Responsibility for Certified Financial Planners™ :

Principle 1: Act with honesty, integrity, competence, and diligence.
Principle 2: Act in the client’s best interests.
Principle 3: Exercise due care.
Principle 4: Avoid or disclose and manage conflicts of interest.
Principle 5: Maintain the confidentiality and protect the privacy of client information.
Principle 6: Act in a manner that reflects positively on the financial planning profession and CFP® certification.

Our Commitments

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:

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.

Civic and Professional Organizations

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: