BFG Financial Advisors Employee Directory

Financial ServicesMaryland, United States11-50 Employees

BFG Financial Advisors is a midsize financial services firm consisting of independent CFP practitioners and a professional staff who provide highly personalized financial planning and wealth management for families. They take a holistic approach that coordinates investing, saving, tax planning, and insurance to create a coherent plan, often calling on specialists as needed to address each client's needs and goals. The firm serves multi-generational families—busy business owners and professionals balancing careers with educating children and grandchildren, as well as caring for aging parents. Based in Timonium, Maryland, the firm operates securities through Kestra Investment Services and investment advisory services through Kestra Advisory Services, noting no formal affiliation between BFG and Kestra.

In December 2023, Lena M. Nebel was promoted to president and chief operating officer, becoming the first woman to hold that role at the firm. The organization has also earned recognition for leadership and empowerment of women, including Honor Roll awards for women’s representation in leadership in 2023 and 2024 and a 2023 Empowering Women Award.

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