Who We Serve
Clients trust us to manage over $5.3 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 $5.3 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 23, 2021
The investing landscape is constantly evolving as fund companies and money managers look to develop new products to meet investors’ needs and wants. One corner of the market that has been experiencing immense growth over the last several years and shows no signs of slowing down is the area of “Sustainable” investing. Fund assets in […]
September 21, 2021
With gray divorce being an incredibly common scenario nowadays, you likely have a loved one trying to navigate these tumultuous waters. Regardless of what the final straw may have been, when your loved one is suddenly single after 50, they face a unique set of challenges that require a more careful look and thoughtful planning […]
July 6, 2021
Congratulations Chad Carlson, BDF’s president and Co-CIO! Chad was one of twenty local executives to be honored in the C-Suite Awards and recognition event hosted by the Daily Herald Business Ledger. The C-Suite Awards honors executives who contribute to the success of our region’s economic growth and stability and to their firm’s overall growth, commitment […]