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
August 21, 2019
BDF is recognized in Financial Advisor Magazine’s 2019 annual RIA ranking. You can view the full RIA ranking here.
September 10, 2019
Last month I had the opportunity to moderate an M&A panel at NAHUs (National Association of Health Underwriters) Annual Conference in San Diego. The panel was focused on what agency owners should look for when considering buying or selling an agency. Panelist Mike Deagle of Benaxis and Lily Lam of OneDigital did an excellent job […]
September 12, 2019
Factor investing, sometimes referred to as smart beta or enhanced indexing, is rooted in academic research. In their attempts to better understand the market, researchers have uncovered a number of persistent anomalies in the market. They sought to explain, then systematically exploit these “factors” in the market. As the breadth of this research evolved, researchers […]