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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.

Find BFG Financial Advisors employees' phone numbers or email addresses

BFG Financial Advisors Global Highlights

Location
Employees

North America
40

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  • United States Of America
    40

Europe
3

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  • Romania
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Spain
    1

BFG Financial Advisors's Leadership

  • Stylized image of a person
    E. B.
    Chief Growth Officer
  • Stylized image of a person
    W. B.
    Founder
  • Stylized image of a person
    K. B.
    Associate
  • Stylized image of a person
    C. G. C.
    Associate
  • Stylized image of a person
    J. D.
    Financial Advisor
  • Stylized image of a person
    M. G.
    Advisory Board Member

BFG Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other
  • Business Development

Contact profiles from BFG Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. B.
    Chief Growth Officer
    Apr 16, 2026
  • Stylized image of a person
    W. B.
    Founder
    Oct 23, 2024
  • Stylized image of a person
    K. B.
    Associate
    Jun 28, 2026
  • Stylized image of a person
    C. G. C.
    Associate
    Oct 21, 2024
  • Stylized image of a person
    J. D.
    Financial Advisor
    Oct 16, 2024
  • Stylized image of a person
    M. G.
    Advisory Board Member
    Oct 18, 2024

Frequently Asked Questions

What is BFG Financial Advisors known for?

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BFG Financial Advisors was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore BFG Financial Advisors's company overview page for more information.

What is BFG Financial Advisors's most common email format?

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BFG Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BFG Financial Advisors email formats with LeadIQ.

How many employees does BFG Financial Advisors have currently?

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BFG Financial Advisors has approximately 32 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are BFG Financial Advisors's key employees and leadership?

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As of July 2026, BFG Financial Advisors's key employees include:

  • Chief Growth Officer: E. B.
  • Founder: W. B.
  • Associate: K. B.
  • Associate: C. G. C.
  • Financial Advisor: J. D.

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