Who We Serve
We manage over $4 billion in assets for clients that include:
We manage over $4 billion in assets for clients that include:
Whatever happens, we’ll get you 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
March 19, 2019
During the Great Depression, 9,000 banks failed and that gave rise to the Federal Deposit Insurance Corporation, or FDIC, which served to instill confidence in the banking system. On January 1, 1934, the first deposits were insured with a limit of $2,500. FDIC insurance is backed by the full faith and credit of the US […]
February 28, 2019
A battle has been raging on for the better part of 25 years within the financial community. This battle has come to be known as “Active vs Passive”. For first time readers who may be scratching their head, what exactly is Active and Passive? Let’s dive in deeper: What is Active and Passive? Active Management, […]
December 6, 2018
Balasa Dinverno Foltz has been recognized in Chicago magazine as a 2018 Five Star Wealth Manager by Five Star Professional. This is the seventh year in a row that BDF has been recognized for their commitment to clients by Five Star Professional . To receive the Five Star Wealth Manager award, each wealth manager must satisfy […]