Our Services

Business Owners’ Services

Expertise. To balance the personal and business.

It is our business to know your business. We can create a comprehensive wealth management plan that incorporates all aspects of your life. Business owners’ personal and professional lives are intertwined, and a solid wealth management plan must reflect those ties.

A business lens

At BDF, we take you through a customized assessment to identify and address any questions related to business operations, succession planning and family involvement that may become issues. We look at your entire financial picture through a business lens, making sure your wealth management plan reflects all aspects of your personal and professional lives and that you have the best experts on board to help you get the most from your business — and your life.

Shared experiences

Every day we talk with business owners about how what is happening in their business affects their lives. As business owners ourselves, we live these realities, allowing us to remain uniquely poised to help business owners achieve preparedness, clarity, and financial security. You will always have a confidant on your side.

Wealth Management for Family Businesses

We are dedicated to helping successful family business owners bring the same level of execution and professional management to their family finances as they demand in their business.

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Wealth Management for Business Founders

In our experience, many entrepreneurs are so busy running their company they don’t take the time to ensure their personal financial house is in order. Would this describe you?

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“Business owners built their business, they have their sweat, blood and tears in it, and to be part of that, they really appreciate the help and guidance we give them.”
Jim King CPA, CFP® Owner & Wealth Manager