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Crafting the blueprint for the rest of your life.

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Four Decades of Guiding Wealth

Welcome to BFG Advisors. For the past four decades, we’ve been dedicated to providing personalized, hands-on wealth management services. Our firm is located in Greenville, SC, and we pride ourselves on being a serious, service-oriented firm that clients can rely on.

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Each and every one of our clients receive the attention and customized strategies they deserve.

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Commitment to Your Best Interest

We are Certified Financial Planners™ (CFP®), which means we adhere to the highest standards of ethical and professional conduct. Our priority is always to act in your best interest, building long-term relationships based on trust, transparency, and integrity.

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White Glove Care

We pride ourselves on offering a white glove service that ensures personalized attention and meticulous care for your financial well-being. Our commitment to excellence and our hands-on approach set us apart, making us a trusted partner in managing and growing your wealth.

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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.

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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

Our legacy planning services are focused on preserving your wealth and ensuring a smooth transition to your heirs. We work closely with families to develop strategies that builds their financial future, often involving the next generation in the planning process to ensure continuity and understanding.

Ready to take the first step towards securing your financial future?

Contact us today to schedule a consultation and discover how we can help you design the blueprint for the rest of your life.

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Take the first step together.

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