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 expert advice that helps you make sense of your finances
June 10, 2021
Investments can be complex. There are countless types of holdings out there and seemingly countless ways to buy, sell, and hold these investments in different strategies. Beyond that, there is also the investment structure. You can have open-end funds, closed-end funds, exchange-traded funds, exchange-traded notes, derivatives, private holdings, individual holdings, swap contracts, options, and the […]
June 8, 2021
What factors have made your retirement so successful? This is the very question I asked Doug and Debbie over dinner in their Florida condo overlooking the Gulf of Mexico. I have been fortunate to know Doug and Debbie for over a decade, and they have truly mastered the art of retirement. Deb, as usual, cut […]
March 11, 2021
BDF has been recognized for the fourth year in a row by InvestmentNews as a 2021 Best Places To Work For Financial Advisers and was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. Now in its fourth year, the InvestmentNews 2021 Best […]