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 expert advice that helps you make sense of your finances
July 27, 2021
Proceeds from a life insurance policy can provide comfort to a loved one’s survivors from both a financial and emotional standpoint. The funds received from life insurance can help alleviate stress for a family as they mourn their loss. As much as the sudden influx of a large sum of money can be a source […]
July 22, 2021
You may have noticed a significant increase in real estate prices over the past year. Perhaps you were selling your home, buying a vacation home, or realized how hot the market is right now after talking to your neighbor. The pandemic has played a large part in the real estate boom. This chart above compares […]
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 […]