A Broker Dealer for Today's Independent Advisor
BFT Financial Group, LLC. is a NASD registered Broker Dealer (B/D) and SEC Registered Investment Advisor Firm (RIA) that was created with the rep in mind.
Each member of BFT is a practicing financial planner. With over 50 combined years in the financial industry, we understand what today's independent reps encounter and the difficulties they face. We know that in a fast paced market there is a premium placed on flexibility and support. As independent producers, we recognize that this type of environment does not develop as a matter of happenstance. It is our mission to "think like an entrepreneur." These ideals frame our goals and guide our actions.
- Think Specifically
- Keep Simplifying
- Streamline Communications
- Promote Action & Flexibility
- Focus on Individuals
- Blaze New Trails
- Make the Vision the Boss
A Fee Friendly Broker Dealer
Many reps have chosen to make the transition to fee-based business only to be met with resistance from their broker dealer. Our role is not to interfere with your practice but to support it and bring value to it. We manage this in part by realizing that you are responsible for your practice. You are our client.
Service Offering
We provide both a Broker Dealer and RIA platform to support either side of your business. The heart and soul of any investment advisor's practice is their ability to deliver quality financial planning advice to their clients. Through our platform BFT reps are allowed to provide this service and collect fees for their financial planning expertise. In addition, training and assistance is provided to those reps seeking to improve their skills and expand their knowledge base. Make no mistake, financial planning is our forte at BFT. Each principal at BFTFG is a practicing financial planner. We specialize in many different areas.
- Personal Planning
- Business Owner Planning
- Estate Planning
- Charitable Giving
- Weath Succession
- Trust Services
- Wealth Management
- Institutional Money Management