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We manage over $4.5 billion in assets for clients that include:
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August 11, 2020
As high school students finish their senior year of high school and head off to college, their summers are typically filled with graduation parties and goodbyes as they prepare for college. Students schedule their classes and make trips to Target to get ready for the school year, but one important detail is rarely discussed. Most […]
July 23, 2020
In ancient times, the “dog days” coincided with the heliacal (at sunrise) rising of Sirius (the dog star), and were believed to be times of drought, bad luck, and unrest, when people and dogs alike were driven mad by the extreme heat. Nowadays, the “dog days of summer,” typically refers to the period of particularly […]
August 4, 2020
BDF is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is BDF’s sixth year to be recognized on the FT 300 list. The FT 300 is an elite group, not a competitive […]
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.
We manage over $4.5 billion in assets for clients that include:
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.