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
November 24, 2021
Nobody wants additional taxes for the holidays, so throughout the year, we look for ways to minimize them. With year-end approaching, it’s a good time to review a few strategies that can potentially reduce your tax bill. Tax-Loss Harvesting The goal of tax loss harvesting is to stay in the market while capturing the current […]
November 23, 2021
If you are an international investor or have spent time living or working outside the US, this topic is essential to understand. While it is easy to avoid, the consequences of owning a PFIC can be so substantial that your returns are eaten away, and you are left with a nasty tax situation. Background: US […]
October 5, 2021
In their 6th annual ranking, Barron’s recognizes BDF as a 2021 Top 100 RIA Firm.