BG Financial Advisors, LLC

Overview

BG Financial Advisors, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business activities are tied to a law firm affiliation, suggesting advisory work may be provided alongside or to legal clients. BG Financial Advisors operates as a capital allocator—meaning it places client capital with external managers when appropriate—and it does not position itself as an ESG investor or a multi‑state adviser. Investment preferences skew toward publicly traded equities and exchange‑traded vehicles as the core of client portfolios, supported by active use of mutual funds and targeted allocations to alternative strategies. The firm charges on a mix of percentage of AUM, hourly, and fixed‑fee bases, which gives flexibility for both ongoing portfolio management relationships and discrete planning or consulting engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices