Yanni Niebuhr, CFP® in

Yanni Niebuhr, CFP®

Supporter · DISC type s
Chief Investment Officer at BFG Financial Advisors
📍 Lutherville-Timonium, Maryland, United States

Yanni Niebuhr serves as the Chief Financial Officer at BFG Financial Advisors, having risen from an intern to a C-suite executive at the firm. A Towson University graduate and CERTIFIED FINANCIAL PLANNER™, he was instrumental in launching the firms "Financial Planning for All" and Corporate Financial Wellness initiatives.

Passionate about community service, Yanni sits on the Board of Directors for LETS GO Boys and Girls, Inc. , a non-profit providing STEM learning opportunities to students in under-resourced schools. He lives in the Baltimore area with his wife and two young sons.

He has received multiple awards, including the Kestra Ascend Award for Innovation in 2023 and the Maryland Chamber of Commerces 2025 Rising Star Award.

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Experience
15 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
Lutherville-Timonium, Maryland, United States
Personality Overview

How Yanni shows up

Slow To Decisions
Procedural
Risk-averse

They maintain good relationships with everyone, internally and externally. They are unlikely to become strong champions as they don't prefer pushing other people. They prefer to follow rules and procedures.

Priorities

Topics Yanni cares about

Financial Accessibility
Was a key developer of BFG's "Financial Planning for All" program, designed to make financial advice more widely available by reducing fees and asset minimums.
Corporate Wellness
He is a leading force in the firm's Corporate Financial Wellness initiative, which provides financial guidance and advocacy for employees at various companies.
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Career

Work history

1-2022
Chief Investment Officer
BFG Financial Advisors
1-2021 - 1-2022
Director of Financial Planning/Advisor
BFG Financial Advisors
1-2019 - 1-2021
Director of Investment Operations/Advisor
BFG Financial Advisors
1-2012
Registered Representative & IAR
Kestra Investment Services, LLC and Kestra Advisory Services, LLC, formerly NFP Securities Inc.
12-2009 - 6-2011
CSR
Susquehanna Bank
In the press

Media appearances

Yanni M. Niebuhr, CFP® - BFG Financial Advisors. Featured in BFG Financial Advisors (official website)
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Education
2007 - 2011
Business
Towson University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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