Eric D. Brotman, CFP®, AEP®, CPWA®, is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on comprehensive financial planning and wealth management services for families and individuals, and on financial wellness program facilitation for companies, non-profits, and associations.
Eric holds a Bachelor of Arts degree from the University of Pennsylvania and a Master of Science in Financial Services (MSFS) from the American College. He earned his Certified Financial Planner™ (CFP®) certification in 1998 and is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Eric is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.
Eric is presently serving on the Board of Trustees and is former Chairman of the University Advancement Committee at Stevenson University. He previously served two four-year terms on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of former Governor Larry Hogan, and on the Business Advisory Council for former Comptroller Peter Franchot. He is a 2006 alumnus and former board member of Leadership-Baltimore County, a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council and the Investments and Wealth Institute.
In addition to BFG Financial Advisors, Eric founded Brotman Consulting Group, LLC, which provides consulting and facilitation services for financial advisors and advisory firms across North America, and Brotman Media Group, LLC, which focuses on creating and distributing educational resources to help spread financial literacy throughout the community.
Eric is the host of the Don’t Retire…Graduate! podcast which has past and current episodes available on all major podcast platforms. He has published three books on personal finance: Don’t Retire…Graduate! Building a Path to Financial Freedom and Retirement at Any Age in 2020, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, in 2014, and Debt-Free for Life: The Tools You Need to Free Yourself from Debt, in 2009.
Eric has appeared on dozens of occasions on television on 11 News Sunday Morning on WBAL in Baltimore and has been a frequent contributor to Forbes.com. He frequently hosts educational workshops for companies and membership organizations and facilitates professional study groups for fellow financial advisors.
