News and Notes - BFG Financial Advisors

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

Follow Us :

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

News & Notes

The latest news, insights, and updates on our team, our company, and the finance industry. For educational resources on personal finance topics, visit our sister site, Brotman Media Group.

Stepping Into the C-Suite: Claudia Glover on Leadership, Investing, and What Comes Next

Claudia Glover has officially stepped into the role of chief investment

January 9, 2026

From CIO to CFO: Yanni Niebuhr on Growth, Innovation, and What Comes Next

After more than a decade of growing alongside BFG Financial Advisors,

January 9, 2026

Meet Our New CEO: Lena Nebel on Leadership, Growth, and What Comes Next

On January 1, Lena Nebel officially stepped into the role of

January 2, 2026

Graduating into a New Chapter: Eric Brotman on His Transition and the Future of BFG

After more than three decades of leading BFG Financial Advisors, Eric

January 2, 2026

Why Your Budget Isn’t Working (and What to Do Instead)

If you’ve ever made a budget, stuck to it for a

October 24, 2025

How to Build Wealth in Real Estate Without Getting Your Hands Dirty

Real estate is often seen as a powerful wealth-building tool, but

May 9, 2025

Breaking Generational Poverty: Real Change Starts with a New Conversation About Money

Money is one of the last great taboos. People will talk

April 7, 2025

Smart Wealth-Building Strategies for High Earners

Building wealth and achieving financial independence isn’t just about earning a

March 20, 2025

BFG Financial Advisors

Empowering families through financial planning.

Recent Posts

Monthly Newsletter