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
September 24, 2019
BDF is pleased to announce that it has earned a spot on Barron’s 2019 Top 50 Registered Investment Advisor Firms. BDF is honored to have been named to this selective list that ranks the most elite registered investment advisor firms (RIA firms) in the U.S. View all Top 50 RIA Firms here.
November 12, 2019
Recently I spoke at the Independent Insurance Agents (IIA) of Illinois annual conference on financial planning for agency owners. After the presentation which included a discussion on taxes, an owner approached me about the tax structure of his agency. He is currently structured as a C Corporation and wanted to know if that was the […]
October 10, 2019
Returning to our series on factor investing (What is a Factor?), today we turn our attention to small-cap stocks. As a reminder, last time we defined factors as a source of excess return that is sensible, persistent over long time periods, pervasive across markets, and cost-effective to capture. What is the Small Cap Factor? The […]