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BFG Wealth Management
BFG Wealth is a fiduciary and registered investment advisor providing wealth management tailored to clients. Services include advisory, retirement planning,...
BFG Wealth Management
BFG Wealth is a fiduciary and registered investment advisor providing wealth management tailored to clients. Services include advisory, retirement planning, estate planning, business planning, risk management, and access to private markets. Its investment approach emphasizes lowering costs, reducing risks, and increasing tax efficiency through disciplined allocation across alternatives, marketable securities, equities, fixed income, and cash.
General information
Firm type
Multi Family Office
Location
City
Oklahoma City
Principals
Ralph Burnett
CEO, BFG Wealth; Wealth Consultant
Stacey Hodson
Director of Operations & Client Service
Dexter Wise
Chief Investment Officer
Hunter Burnett
Associate Wealth Advisor
Frequently asked questions
Who founded BFG Wealth Management?
Public records do not name the founder or CEO of BFG Wealth Management LLC. The firm's principals are not listed on state or SEC filings, and no LinkedIn or corporate registry data is available.
How does BFG Wealth Management source deals or investments?
For multi-family offices like BFG, deal flow often comes from client referrals, direct relationships with investment banks, and partnerships with other family offices. Without a public website, the firm's specific sourcing model cannot be independently verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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