BFG Financial Advisors

EST. AUM
$1,000,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website bfgfa.com
Client types

Overview

BFG Financial Advisors is a comprehensive financial planning and wealth management practice dedicated to empowering successful professionals and families across multiple generations. The firm offers both accessible financial planning and concierge-level private wealth management services. While operating as an independent entity, its advisory services are offered through Kestra Advisory Services, LLC. BFG focuses on providing personalized strategies in investment planning, tax optimization, and risk management.

Platform Details

Investment Preferences

Alternative Activity