About BDF

Your team. You and your family come first.

Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm. We provide personalized investment management and financial planning. We manage approximately $4 billion in assets for business owners, women, individuals and families, and institutions.

We also have Practice Groups that specialize in the unique needs of:

    • Attorneys
    • Divorce
    • Financial Professionals
    • Insurance Brokers and Agency Owners
    • Widows

Objective

As independent advisors, we put you first, always. We provide personalized, objective advice to build and maintain a secure foundation of wealth for your family. Motivated by trust and transparency, we discuss our thinking and decisions with you all along the way. We are vested not only in the well-being of your wealth but also in the well-being of your family.

Team culture

Our unified and personalized approach to wealth management lies in our unique ability to leverage an expansive team of wealth managers and specialized experts to provide our clients with comprehensive solutions. With your goals as our guide and the assistance of a dedicated team of independent experts — Wealth Managers, CPAs, tax specialists, lawyers and insurance professionals, we are able to coordinate the development of an integrated strategy and a realistic road map to help you enjoy a full life.

Conflict free

Bound by our fiduciary responsibility, BDF puts our client’s interests first. As a Securities and Exchange Commission Registered Investment Advisor, we are legally responsible to act in your best interest and to avoid (and disclose if present) conflicts of interest. We take this responsibility very seriously.

Recognized

We are proud to be consistently recognized among the industry, including recently being named one of the top local independent advisers by Five Star Professionals as featured in Chicago magazine.

See our list of Awards and Recognitions

 

Contact Us

“We are honest and upfront with our clients, and they know they can trust the BDF process. The promise we make is how you will be treated as a person.”
Matt Mikula CFP®, CDFA® Owner & Wealth Manager