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Eric D. Brotman

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http://www.brotmanmedia.com

Twitter

brotmanplanning

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Business

Member Since

September 2020

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Eric D. Brotman, CFP®, AEP®, CPWA®, is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services.

Eric holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his Certified Financial Planner™ (CFP®) certification in 1998 and completed his master’s degree in Financial Services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), Eric D. Brotman, CFP®, AEP®, CPWA®, is Chief Executive Officer of BFG Financial Advisors. He began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehensive financial planning and wealth management services.

Eric holds a Bachelor of Arts degree from the University of Pennsylvania. He earned his Certified Financial Planner™ (CFP®) certification in 1998 and completed his master’s degree in Financial Services (MSFS) at the American College in 2003. He is also an Accredited Estate Planner (AEP®), a Certified Private Wealth Advisor (CPWA®), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Chartered Advisor in Senior Living (CASL), and a Retirement Income Certified Professional® (RICP®). Eric is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.

Eric is presently serving on the Board of Trustees for Bryn Mawr School in Baltimore, Maryland. He previously served two four-year terms on the Board of Trustees for the Maryland State Retirement &Pension System as an appointee of former Governor Larry Hogan, and on the Business Advisory Council for former Comptroller, Peter Franchot. Eric served on the Board of Trustees and as Chairman of the University Advancement Committee at Stevenson University. He is a 2006 alumnus and former board member of Leadership-Baltimore County, a 2009 alumnus and former Chairman of the Board of Directors of Leadership Maryland, the Past-President and Chairman of the Board of the Financial Planning Association of Maryland, and a member of the Baltimore Estate Planning Council and the Investments and Wealth Institute.

In addition to BFG Financial Advisors, Eric founded Brotman Consulting Group, LLC, which works with other financial advising firms to amplify their practices and create influence, and Brotman Media Group, LLC, which focuses on creating and distributing educational resources to help spread financial literacy throughout the community.

Eric hosted the Don’t Retire…Graduate! podcast which has over 100 episodes available on all major podcast platforms. He has published three books on personal finance: Don’t Retire…Graduate! Building a Path to Financial Freedom and Retirement at Any Age in 2020, Retire Wealthy: The Tools You Need to Help Build Lasting Wealth – On Your Own or With Your Financial Advisor, in 2014, and Debt-Free for Life: The Tools You Need to Free Yourself from Debt, in 2009.

Eric has appeared on dozens of occasions on television on 11 News Sunday Morning on WBAL in Baltimore and has been a frequent contributor to Forbes.com. He frequently hosts financial wellness programs for companies and membership organizations and delivers educational workshops and facilitates professional groups for fellow financial advisors.

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Average rating: 4.05 · 39 ratings · 17 reviews · 3 distinct works

	Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age 4.11 avg rating — 36 ratings — 3 editions	Error rating book. Refresh and try again. Rate this book Clear rating 1 of 5 stars 2 of 5 stars 3 of 5 stars 4 of 5 stars 5 of 5 stars
	Retire Wealthy: The Tools You Need to Help Build Lasting Wealth - on Your Own or with Your Financial Advisor really liked it 4.00 avg rating — 2 ratings — published 2014 — 3 editions	Error rating book. Refresh and try again. Rate this book Clear rating 1 of 5 stars 2 of 5 stars 3 of 5 stars 4 of 5 stars 5 of 5 stars
	Don't Retire... Graduate! Workbook: Building a Path to Financial Freedom and Retirement at Any Age it was ok 2.00 avg rating — 1 rating	Error rating book. Refresh and try again. Rate this book Clear rating 1 of 5 stars 2 of 5 stars 3 of 5 stars 4 of 5 stars 5 of 5 stars

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Estate Planning Nightmares: How to Avoid the Mistakes that Haunt Families

Don’t let your legacy turn into a horror story! In this informative and entertaining webinar, Eric Brotman, CFP®, and Amanda Plant, Esq., team up to share real-life estate planning “nightmares” that can haunt families for years if left unchecked. They walk through six chilling chapters, covering critical topics like life insurance tax traps, unplanned business succession, overlooked beneficiaries,

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Eric D. Brotman wrote a new blog post Estate Planning Nightmares: How to Avoid the Mistakes that Haunt Families Don’t let your legacy turn into a horror story! In this informative and entertaining webinar, Eric Brotman, CFP®, and Amanda Plant, Esq., team up to s Read more of this blog post »
Nov 14, 2025 06:07AM · like

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