Our Team

Every Financial Advisor is a Certified Financial PlannerTM Practitioner.

At BFG Financial Advisors, we believe that our clients deserve the best. With nine financial advisors—each having earned the CFP® designation—backed by a team of passionate, experienced operations professionals, every client receives a concierge-level experience, every time.

Meet the team here to support you through every step of your financial journey.

Fiduciary support is the backbone of our business.

Serving as a fiduciary is more than a promise. It’s a commitment that we reinforce each day, with every recommendation we make. 

As an independent firm, our priority is and will always be you.

Our advisors are multigenerational and represent different backgrounds of expertise.

Who you choose as your advisor is almost as important as the decision to start working with one. Our financial advisors come from different generations and backgrounds, and have studied different aspects of the financial world. We’ll match you with the advisor that you’ll connect with the most, and our team-centric approach means your financial needs will be assessed by each advisor on our team to ensure a well-rounded perspective. 

We nurture the next talent with a meaningful apprenticeship program.

We hand-select each person who joins our team, often starting as interns and working their way up the ladder. From day one, each new hire is given a clear plan of work that allows them to learn from those with more experience and grow their position to fit their goals. We offer opportunities for both upward and lateral movement, because we believe that our employees’ satisfaction directly affects our clients’ experiences.