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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 expert advice that helps you make sense of your finances
May 13, 2021
There are few investments that are as little understood and as over-hyped as cryptocurrency. The April 14 initial public offering (IPO) of Coinbase, a cryptocurrency exchange, generated tremendous buzz on Wall Street. For “crypto-evangelists,” the IPO was viewed as a watershed moment and a signal that cryptocurrency investing had achieved mainstream status. For that reason, […]
May 11, 2021
As you have likely heard by now, the $1.9 trillion American Rescue Plan Act is now enacted. The package expands relief provisions first introduced in the Coronavirus Aid, Relief and Economic Security (CARES) Act and creates new measures to provide relief to the American people. In this piece, we will specifically focus on how this […]
March 11, 2021
BDF has been recognized for the fourth year in a row by InvestmentNews as a 2021 Best Places To Work For Financial Advisers and was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. Now in its fourth year, the InvestmentNews 2021 Best […]