Our Services
Wealth Management
Are Your Investments Aligned with Your Financial Goals?
Our wealth management services are tailored to help you achieve your financial goals through prudent and strategic investment options. We focus on Mainstreet managed money and ETFs, steering clear of more volatile investments like crypto and real estate. Our approach ensures that your money is invested wisely, providing stability and growth over the long term.
Is Your Estate Plan Ready for the Future?
ESTATE PLANNING
Planning for the future is crucial, and our estate planning services are designed to provide you with peace of mind. Whether it's setting up a will, creating a trust, or organizing your financial affairs, we help you plan for the rest of your life with precision and care. Our goal is to ensure that your assets are protected and your wishes are honored.
Legacy Planning
Have You Prepared for Future Generations?
Our estate planning services are designed to help you articulate your legacy and ensure it's safeguarded for generations to come. From minimizing taxes to establishing a clear plan for asset transfer, we'll work closely with you to create a comprehensive estate plan that protects what matters most.
Contact Us
We will get back to you as soon as possible.
Please try again later.
Check the background of your financial professional on FINRA's BrokerCheck
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BFG Advisors Wealth Management is not affiliated with Kestra IS or Kestra AS.
Investor Disclosures https://bit.ly/KF-Disclosures
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
The financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NC & SC.