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
November 20, 2019
BDF was recognized for being among the top quartile of a combined 557 responses from InvestmentNews‘ 2019 Compensation and Staffing study and its 2019 Profitability Study. The awards took into account firms’ growth, profitability and general productivity. InvestmentNews managing director and associate publisher Mark Bruno said “the top firms aren’t just managing growth, they are also fostering cultures of […]
February 25, 2020
The year 2020 has started with quite the lineup of geopolitical issues. The one stealing all eyes as of late has been the Coronavirus. This past weekend, news got worse. South Korea, Italy and Iran all reported new and escalating cases with Italy now reporting to be the largest impact area outside of China. All […]
February 27, 2020
Gifts are made to loved ones for many reasons. Parents may just want to give their children financial help or accomplish other worthwhile objectives. Well-planned gifts can reduce a donor’s estate for estate tax purposes and shift income taxation to or away from the recipient of the gift. Many objectives can be addressed in a […]