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
April 13, 2021
The financial news outlets are always talking about the next hot stock. “Buy this stock, or you will regret it” or “It’s time to dump this stock; it’s done for!” When listening to the 24-hour news loop day in and day out, it’s hard for many investors not to feel a bit of FOMO (fear […]
April 8, 2021
With the market recently hitting new highs yet again, we sometimes forget to look at another aspect of what new highs mean, size. These days the number “trillion” is thrown around with regularity. Yet our minds don’t comprehend a trillion easily. For context, one trillion dollars is enough to stretch from the earth to the […]
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 […]