Updated:
BFG Wealth Management
BFG Wealth is a fiduciary and registered investment advisor providing wealth management tailored to clients. Services include advisory, retirement planning,...
Overview
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research BFG Wealth Management in Altss
Explore available research and relationship coverage for this adviser in Altss.