About

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A NOTE FROM

Steve Broughton

Hello, I am Steve Broughton. Thank you for visiting our website today. As a CERTIFIED FINANCIAL PLANNER ©, and a practicing wealth manager for almost four decades, I partner with individuals and business owners who are already successful and have worked hard and made the sacrifices and decisions to achieve their goals and dreams. My clients engage me to partner with them, listen to them, and help them prepare for the next chapter of their life. By working together, we create a blueprint to ensure that their future is all they hope it to be and create peace of mind in a changing world. By creating a lasting relationship, we forge together a bond of mutual trust and respect that is unique. My passion is to help my clients be prepared for the challenges that the future holds and assure that the next chapter of their life is the best chapter of their life. Thank you again for visiting, please reach out to me if you have any questions.

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Our Process

01

DISCOVERY

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

02

STRATEGY

The primary objective of this stage is to develop an effective, long term investment strategy that is custom tailored to the unique needs of each client. We develop a comprehensive plan that outlines the strategy we recommend for long term success.

03

implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

04

MONITORING & ADJUSTING

We monitor our clients accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

our philosophy

When it comes to financial management, no individual or organization wants to feel forced into a packaged product or solution. Investment decisions vital to your economic security are far too important to be overlooked or left to a machine. You want to work with an investment professional whose primary responsibility is to you, the individual investor. You need a professional who will take the time to understand your total financial picture, what goals you have, and where you want to be in five, ten, or even twenty years. You don’t want to be sold something-you want a partner who will help craft the right strategy for you to pursue your financial goals.


BFG Advisors is a wealth management organization that provides primary financial care to our clients, their business, and their loved ones. We believe success is a direct result of prudent, objective planning, discipline and honesty. Yes, there are other methods, but none work better.


We are an independently owned and managed company that provides professional guidance and excellent customer service to individuals, businesses and executives to pursue the preservation of their purchasing power throughout their lifetime.