Who We Serve
Clients trust us to manage over $5.9 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 $5.9 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
August 16, 2022
Restricted stock is a key part of many stock-based compensation plans. Unfortunately, you can’t control when it vests (i.e., becomes yours to keep). When it happens in a down market, it certainly doesn’t feel good. And depending on your industry, your stock may be down a lot more than the market, which feels even worse. […]
August 11, 2022
According to the dictionary, the U.S. went into a technical recession two weeks ago when it was confirmed that the economy shrunk for the second quarter in a row. How did markets respond to the news? Both stocks and bonds rallied. In fact, July was the best month for the stock market since April 2020. […]
August 15, 2022
Chad shared his thoughts with Financial Advisor magazine on what BDF is doing to position portfolios for the rest of the year. When clients worry, listen. “We all know the academic answer of what to do in downturns, but we need to have the patience to listen to the concerns of clients,” Carlson says. “We […]