Who We Serve
Clients trust us to manage over $5.9 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 $5.9 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
May 17, 2022
It seems like a couple of times per month; I’m asked by one of my lawyer clients to review a “PPM” (private placement memorandum) for a new “co-investment” opportunity. It’s extremely common for law firm partners to get asked to invest alongside their clients, especially if their practice involves any type of private equity or […]
May 12, 2022
Downward markets have been drawing a lot of attention as of late. Among the many potential reasons for a decline is a slowing economy. Market pundits have been busy vocalizing their predictions on whether a recession is on the horizon and, if so when it might occur. Recessions have been loosely defined as two consecutive […]
February 7, 2022
BDF has been recognized for the fifth year in a row by InvestmentNews as a 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 fifth year, the InvestmentNews […]