Who We Serve
Clients trust us to manage over $5.9 billion in assets.
We partner with you to get clarity on the path to achieve your goals, be confident in the decisions that you make, and take control of your future.
Clients trust us to manage over $5.9 billion in assets.
Whatever happens, we’ll help you get financially prepared. Whether that’s making sure your kids can go to college, you can retire when you want, or you have the freedom to give to charities you cherish.
We will help you build a financial plan for the future you dream of.
Get specialized advice that helps you make sense of your finances
September 12, 2022
Why, you may ask? Well, there are several reasons: In order to support our clients with the same level of care and attention, our team has grown, and we no longer fit in our current space We’ve created new client meeting spaces that are welcoming and engaging There is event space on the first floor […]
September 22, 2022
No, I’m not talking about your credit card rewards. When used in the context of investing, cash isn’t too exciting. It does provide some level of comfort in volatile markets, but over the long term, it is not your friend when you consider inflation. Therefore, its role in a portfolio for the long-term investor should […]
September 20, 2022
“Investing with (Another) Purpose” is the third in a series of Do Good, Feel Good blog posts highlighting ways individuals and families can impact their community and the world. When we work with BDF clients to build and invest portfolios, we spend considerable time identifying and defining their financial goals. Planning for retirement, saving for […]