Education · Perspective · Recognition

Insights & Recognition

Ideas That Help You Ask Better Questions. Recognition Earned Through Consistent Work.

Purpose
Every Dollar Has a Job
Understanding
Know the Reasoning
Choice
Match Structure to the Goal
Service
Consistent Follow-Through
Financial Education

Ideas That Help You
Ask Better Questions.

Financial education should help people understand their choices—not overwhelm them with industry language. Matt's video series addresses the questions clients ask most often, while BFG's professional recognition reflects years of service, education, and relationship-building.

What fiduciary really tells you video
Featured Insight

What Fiduciary Really Tells You—and What It Does Not

Being expected to act in a client's best interest is important. It is not enough by itself. Matt explains why clients should also evaluate the advisor's process, choices, costs, communication, and ability to teach the reasoning behind the plan.

Fiduciary educational video
Educational Video

What Fiduciary Really Tells You—and What It Does Not

Evaluate the advisor's process, choices, costs, communication, and ability to explain the plan.

Fee-based and commission-based educational video
Educational Video

Fee-Based vs Commission-Based: Why Choice Matters

Matt explains how the structures differ, why total cost includes more than an advisory fee, and why BFG uses a combination of tools.

Portfolio with purpose
Portfolio With Purpose

Every Dollar Has a Job

Purpose connects timeframe, risk, liquidity, income, growth, preservation, and legacy goals.

Explore Portfolio With Purpose
FINRA
Verify Credentials

Research Matt on FINRA BrokerCheck

Review professional background, registrations, and regulatory history through FINRA's public resource.

View FINRA BrokerCheck
Professional Recognition

Consistently Recognized.
Focused on the Work.

The Five Star Wealth Manager award is presented to less than 14% of wealth managers in the state. Recipients are evaluated across nine criteria including client retention, regulatory and complaint history, client assets administered, education, and professional designations.

At BFG, we believe recognition alone is not the reason to choose an advisor — but it can be a helpful signal when evaluating experience, professionalism, and long-term dedication to clients. What matters more is what that recognition points to: consistent communication, thoughtful recommendations, and a process built to help clients make informed decisions.

  • Evaluated on client retention rate
  • Reviewed for regulatory and complaint history
  • Assessed on client assets administered
  • Considered for education and professional designations
  • Measured against overall client satisfaction standards
2025 Five Star Wealth Manager — Matthew C. Bayer

2025 Five Star Wealth Manager
Matthew C. Bayer · The Bayer Financial Group, LLC
Kettering, Ohio

Recognition & Community

Recognition Earned Through
Consistent Work

Dayton Business Journal

Top Wealth Manager — Multiple Years

Matt Bayer has been recognized by the Dayton Business Journal as a Top Wealth Manager across multiple years, including the most recent award cycle.

Multiple Years
Cincinnati Magazine

Featured Wealth Manager Recognition

Recognized across multiple years in Cincinnati Magazine's annual spotlight on regional wealth managers who demonstrate consistent professional excellence and client commitment.

Multiple Years
Five Star Professional

Five Star Wealth Manager — Multiple Years

Named a Five Star Wealth Manager across multiple award cycles, including 2025. Fewer than 14% of Ohio financial advisors earn this designation annually.

2011 · 2015 · 2018 · 2023 · 2025
Community Education

BFG Financial Education Video Series

Matt contributes to financial literacy through an ongoing video series covering fee-based vs. commission-based investing, fiduciary standards, and purpose-driven portfolio management.

Ongoing
Financial Education

Questions Worth Asking Your Advisor

BFG's educational content helps clients evaluate purpose, timeframe, risk, cost, compensation, and ongoing service in plain language.

Ongoing
BFG Events Coverage

Community & Client Appreciation Events

Each year BFG hosts events including Kentucky Derby parties, golf outings, wine tastings, and client appreciation evenings — building community beyond the planning relationship.

Annual

See What a BFG
Relationship Looks Like

Schedule a complimentary initial consultation and experience the BFG difference for yourself — no obligation, no pressure, just clarity.

Verify Matt on FINRA BrokerCheckStart a Conversation