- BDF is featured as a Five Star Wealth Manager in the November issue of Chicago magazine.
- BDF was named one of the “Top 50 RIAs” by Financial Planning magazine.
- BDF was named one of the 2012 “Best Places to Work in Illinois” by The Daily Herald Business Ledger.
- Mike Foltz and Jim King presented on “Wealth Management for Business Owners” at the Exit Planning Institute.
- Chad Carlson and Matt Reznik attended the CFA Annual Conference in Chicago – May 7 – 9.
- Anthony Dinverno attended the NAPFA National Conference in Chicago – May 9 – 11.
- Follow Chief Investment Officer, Mark Balasa, on Inc.com.
For more, see “News & Insights”
Our dedicated group of wealth specialists collaborates to optimize all aspects of your financial picture.
We provide solutions to fit your lifestyle and financial situation.
Our client relationships reflect our long-standing commitment to fulfilling the unique needs of each client.
BDF featured in Chicago magazine. “Leading Financial Advisors”
