Insights

Leadership Diversity BFG Financial Advisors has demonstrated a strong commitment to gender diversity in leadership, as evidenced by their promotion of Lena M. Nebel to president and COO, and their recognition for women's representation in leadership. This focus on inclusion could be leveraged to introduce women-focused financial products, mentorship programs, or diversity consultancy services.

Award-Winning Reputation Receiving multiple awards such as the Empowering Women Award and the Ascend Award for Innovation positions BFG Financial Advisors as a reputable and innovative firm. This reputation may create opportunities to build partnerships, co-branded initiatives, or premium financial solutions targeting affluent or socially conscious clients.

Niche Client Focus The company's emphasis on multi-generational families with busy professional lives suggests a tailored approach to wealth management. Sales efforts can be directed towards premium financial technology, estate planning, or family office services that align with their holistic advice model for high-net-worth or family-rich clients.

Digital Infrastructure Utilizing a modern tech stack including MySQL, Nginx, and Elementor indicates a digitally savvy operation. There is potential to offer advanced financial analytics, CRM solutions, or enhanced cybersecurity services to support their digital growth and protect sensitive client data.

Financial Growth Potential With a revenue range of $25 million to $50 million and strong industry recognition, BFG Financial Advisors is positioned for expansion within the financial services sector. Strategic partnerships in investment technology, compliance solutions, or tailored marketing platforms could facilitate their growth and client acquisition efforts.

BFG Financial Advisors Tech Stack

BFG Financial Advisors uses 8 technology products and services including MySQL, Webpack, Element UI, and more. Explore BFG Financial Advisors's tech stack below.

  • MySQL
    Database
  • Webpack
    Development
  • Element UI
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • HSTS
    Security
  • Elementor Header & Footer Builder
    Web Platform Extensions
  • Nginx
    Web Servers
  • Apache HTTP Server
    Web Servers

BFG Financial Advisors's Email Address Formats

BFG Financial Advisors uses at least 1 format(s):
BFG Financial Advisors Email FormatsExamplePercentage
FLast@bfgfa.comJDoe@bfgfa.com
50%
FLast@bfgfa.comJDoe@bfgfa.com
50%

Frequently Asked Questions

Where is BFG Financial Advisors's headquarters located?

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BFG Financial Advisors's main headquarters is located at 16 Greenmeadow Drive, Suite 201. The company has employees across 2 continents, including North AmericaEurope.

What is BFG Financial Advisors's phone number?

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You can contact BFG Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BFG Financial Advisors's official website and social media links?

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BFG Financial Advisors's official website is bfgfa.com and has social profiles on LinkedIn.

What is BFG Financial Advisors's NAICS code?

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BFG Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does BFG Financial Advisors have currently?

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As of January 2026, BFG Financial Advisors has approximately 27 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: L. M. N.Chief Growth Officer: E. B.Chief Investment Officer: C. G.. Explore BFG Financial Advisors's employee directory with LeadIQ.

What industry does BFG Financial Advisors belong to?

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BFG Financial Advisors operates in the Financial Services industry.

What technology does BFG Financial Advisors use?

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BFG Financial Advisors's tech stack includes MySQLWebpackElement UIjQueryHSTSElementor Header & Footer BuilderNginxApache HTTP Server.

What is BFG Financial Advisors's email format?

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BFG Financial Advisors's email format typically follows the pattern of FLast@bfgfa.com. Find more BFG Financial Advisors email formats with LeadIQ.

When was BFG Financial Advisors founded?

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BFG Financial Advisors was founded in 2003.

BFG Financial Advisors

Financial ServicesMaryland, United States11-50 Employees

BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families

We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them.

Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org/www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.

Section iconCompany Overview

Headquarters
16 Greenmeadow Drive, Suite 201
Phone number
Website
bfgfa.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    BFG Financial Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    BFG Financial Advisors's revenue is estimated to be in the range of $25M$50M

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