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
October 19, 2021
When owning a business with others, it is very important to have an up-to-date buy-sell agreement in place. A buy-sell agreement is a legal document that outlines what happens in a business with multiple owners in the event of termination, disability, divorce, or death. Many business owners admit that they either don’t have such a […]
October 14, 2021
Did you notice that you are paying 9.9% more for eggs and 5.6% more for apples than you did a year ago? Or that a new refrigerator will cost you about 20% more than it did pre-pandemic? Did you know that the backup of container ships at our California ports stands at 29, with an […]
October 5, 2021
In their 6th annual ranking, Barron’s recognizes BDF as a 2021 Top 100 RIA Firm.