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 specialized advice that helps you make sense of your finances
January 13, 2022
On January 11, 2022, BDF LLC held its virtual Annual Client Event. Chad Carlson, Chief Investment Officer, and Investment Committee members Tina McMorris Barrile and Jonathan Baker discussed a number of topics around the markets, looking back to what happened in 2021 and looking forward to 2022 and beyond. Themes touched on include: 2021 Review: […]
January 11, 2022
Happy New Year! One of my favorite holiday traditions is to set goals for the new year and review my previous year’s goals to celebrate and recalibrate for goals that I didn’t accomplish. While working on my 2022 goals, I was struck by a gift my daughter recently received of a poster with the “7 […]
October 5, 2021
In their 6th annual ranking, Barron’s recognizes BDF as a 2021 Top 100 RIA Firm.