Our Services

What We Do

Services Designed to Grow with You

Private Wealth Management

Concierge-level service for complex financial lives.

Financial Planning

Accessible financial planning services designed for all families.

Investment Planning

We empower you to make informed investment decisions.

Risk Management

Identify, assess, and mitigate potential risks to your financial well-being.

Tax Planning

Optimize your financial situation and minimize tax liabilities.

Estate Planning

Don’t just manage your wealth. Preserve your legacy.

Why Choose Us

Transparency and Trust Since 2003

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.

Tailored Support

From your financial plan to your investment portfolio, every detail is unique and personalized to you.

Consultative Guidance

We’re here to help you make any financial decision—from minor to life-changing. We’ll walk you through the process and connect you with helpful resources as needed.

Flat Engagement Fees

We engage with new clients on a flat-fee basis, so we spend as much time together as we need to analyze, make recommendations, and implement your financial plan.

No Asset Minimum

We’re happy to work with you at any stage in your financial journey, whether you’re just starting out or you have a lifetime legacy to preserve.

Book a Call

Get Started Today

We offer free, no-obligation consultations to help you determine if our firm is the right fit for you.

Empowering Families Through Financial Planning.

Address

16 Greenmeadow Dr., Ste 201
Timonium, MD 21093

Email

info@bfgfa.com

Phone

(410) 252-4555

Check the background of your financial professional on FINRA’s BrokerCheck.

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, 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