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BFG Financial Advisors Preserving and growing wealth for generations.

Friday Myth: Once you have a budget, you’re done!Think of your budget as a starting point, not a finish line! As life ch...
10/23/2026

Friday Myth: Once you have a budget, you’re done!

Think of your budget as a starting point, not a finish line! As life changes, your income, expenses, and financial goals may change, too. That’s why revisiting your financial plan is key to staying on track.

At BFG Financial Advisors, we believe your financial plan should work for the life you’re living today and the goals you’re working toward tomorrow.

When was the last time you reviewed your financial plan?

10/21/2026

Could a scary surprise be lurking in your estate plan?

Just because you and your spouse own everything jointly doesn't necessarily mean you're making the most of your estate tax exemptions.

In this clip from last year's Estate Planning Nightmares webinar, Eric Brotman explains how something as simple as the way your accounts are titled could create an unexpected tax problem for your family.

The good news? Many estate planning nightmares can be avoided with a little planning.

Watch the clip, then revisit the full webinar, Estate Planning Nightmares: How to Avoid the Scary Mistakes That Haunt Families, for more common mistakes and ways to avoid them.

Are you raising a money monster?When you can afford to give your kids almost anything, knowing when to say no can be one...
10/20/2026

Are you raising a money monster?

When you can afford to give your kids almost anything, knowing when to say no can be one of the hardest parts of parenting.

How do you give your children every advantage without creating a sense of entitlement? How do you teach them the value of money when they've never had to worry about having enough?

Join BFG Financial Advisors for our Halloween-themed webinar, How Not to Raise a Monster: Raising Grounded, Resilient Kids in a Wealthy World.

We'll explore the unique challenges of raising children with wealth, from setting boundaries and encouraging independence to talking openly about money, teaching generosity, and preparing the next generation for financial responsibility.

Because the goal isn't just to give your kids a great life. It's to give them the tools to build one for themselves.

🎃 Register today: https://bit.ly/3TrP5Eh

Can't make it? Register and the recording will be sent to you!

A little time outside the office, a lot of great company. Our latest Meet & Mingle event brought BFG clients, friends, a...
10/16/2026

A little time outside the office, a lot of great company.

Our latest Meet & Mingle event brought BFG clients, friends, and team members together to catch up, make new connections, and share a few laughs.

Thank you to everyone who joined us! We’re grateful for the relationships we’ve built and the trust you place in our team.

10/15/2026

Most people don't think about long-term care until it becomes personal. Maybe they're starting to worry about their own future, or maybe they've watched a parent or grandparent navigate the challenges of aging.

For BFG's insurance specialist, Dan Halla, his grandmother's experience changed the course of his career.

As Dan was beginning his career in financial planning, his grandmother began needing long-term care services. Helping his family navigate that difficult time inspired him to learn more about the field and ultimately specialize in long-term care insurance.

Today, that personal experience shapes how Dan works with our clients, helping families understand their options and make informed decisions about protecting themselves and the people they love.

October is Long-Term Care Planning Month, and it's an important reminder that these conversations shouldn't wait until care is needed. Because long-term care planning isn't just about protecting your finances. It's about preparing for life's uncertainties and making difficult moments a little easier for the people you love.

Watch the full conversation at BFG University.

We had the privilege of celebrating Lena Nebel as The Daily Record recognized her as a 2026 Influential Marylander in th...
10/13/2026

We had the privilege of celebrating Lena Nebel as The Daily Record recognized her as a 2026 Influential Marylander in the Finance category!

The Influential Marylanders program honors leaders across the state for their significant contributions to their fields and communities, and we couldn’t be prouder to see Lena among them.

This recognition is especially meaningful to us because we see Lena’s leadership in action every day. She leads by trusting her team, creating opportunities for others to grow, listening to new perspectives, and building an environment where everyone can contribute.

As Lena said herself, “Leadership is rarely an individual accomplishment.” We couldn’t agree more—but we’re incredibly grateful to have a leader who makes the entire BFG team stronger.

Congratulations, Lena, on this well-deserved recognition!

We have TWO reasons to celebrate Claudia Glover! This month marks Claudia’s 5th anniversary with BFG Financial Advisors,...
10/13/2026

We have TWO reasons to celebrate Claudia Glover!

This month marks Claudia’s 5th anniversary with BFG Financial Advisors, and we’re also celebrating her recognition as a recipient of The Daily Record’s Hispanic Leadership Award!

Over the past five years, Claudia has made an incredible impact on our team, our clients, and our community. As our Chief Investment Officer, she brings expertise, thoughtful leadership, and a genuine commitment to helping others succeed.

Her latest recognition reflects the leadership and dedication we’ve been fortunate to experience firsthand over the past five years.

Congratulations, Claudia! We’re grateful for everything you bring to BFG and can't wait to see what the next five years hold!

The most meaningful financial plans aren’t only about what you build. They’re about what you choose to do with it.At BFG...
10/08/2026

The most meaningful financial plans aren’t only about what you build. They’re about what you choose to do with it.

At BFG Financial Advisors, philanthropy is part of our culture. Through our Philanthropy & Charitable Giving Committee, we bring company and individual resources together to support the causes and communities that matter to us.

We’re honored to recently be named a finalist for the Thrivent Financial Award for Excellence in Philanthropy and Community Service—a recognition that reflects our belief that financial resources can create impact well beyond our own lives.

That same philosophy is at the heart of Donor-Advised Funds (DAFs). A DAF can offer a flexible, intentional way to give—potentially providing tax benefits today while allowing you to support the charities and causes you care about over time.

On National DAF Day, we’re reminded that good financial planning isn’t simply about preparing for the future.

It’s about deciding what kind of future you want to help create.

10/07/2026

When headlines spark anxiety about your finances, it’s natural to feel concerned. But making big moves based on the latest news can do more harm than good. Lena Nebel, CFP®, and Claudia Glover, CFP®, CIMA®, share why it’s so important to pause, call your advisor, and build your plan around facts—not fear. 📈

Don’t let the noise drive your decisions. Watch the full webinar for more tips on avoiding the financial mistakes we see most often.

The end of the government fiscal year is a natural time to take a fresh look at your financial plan and benefits.If you’...
10/06/2026

The end of the government fiscal year is a natural time to take a fresh look at your financial plan and benefits.

If you’re a federal, state, or local government employee, your benefits can be complex. From pensions and retirement plans to Social Security, insurance, and other employee benefits, understanding how everything works together is an important part of planning for the future.

Our team has experience working with government employees and understands the unique considerations of government careers.

Whether you’re approaching retirement, changing positions, or simply want to make sure you’re making the most of your benefits, we’re here to help you make sense of the moving pieces.

Address

16 Greenmeadow Drive, Suite 201
Timonium, MD
21093

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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