The wealth management firm of Balasa Dinverno Foltz LLC (BDF) is pleased to announce that it is celebrating 30 years in business on July 8th. The firm was founded in 1986 by Armond Dinverno and Mike Foltz and merged with Mark Balasa’s firm in 2001.
BDF was born from a desire for an unmatched client experience by professionals with an unequaled depth of expertise. The merger brought together CFPs, CFAs, CPAs, tax specialists, lawyers, MBAs, and CDFAs dedicated to providing independent, objective, and fee-only advice to clients. No commissions, no conflicts of interest, just the fiduciary responsibility of having their client’s best interest in mind at all times.
“BDF is humbled by the loyalty of our clients to celebrate 30 years of service to them. What means the most are the deep, personal relationships we’ve built with our clients and their families. Our team is driven to fulfill its mission of helping people make sound decisions to enjoy a full life. Everyone in the firm is committed to making decisions on the basis of our values – Always do the right thing, Share a passion for excellence, Demonstrate a positive attitude in all we do, Genuinely care for others, and Live a team culture. BDF always provides unbiased advice – our clients never have to question our motives.” said Armond Dinverno, President.
BDF is proud to be consistently recognized in the industry; 48 times in 11 years, and most recently in 2015:
- Forbes Top 100 Wealth Managers
- Barron’s Top 100 Independent Advisors (Top 15)
- Barron’s Top Advisor Rankings for CA (Top 8)
- Financial Times Top 300 Registered Investment Advisors
- Financial Advisor Magazine RIA Ranking (Top 30)
- Chicago Magazine Five Star Wealth Managers
- CNBC top 100 fee-only Wealth Management firms
- The Wall Street Journal Women in Wealth Five Star Wealth Managers
“Clients turn to us for many reasons, yet they all have one thing in common: they want an advisor who truly listens. We are so grateful for our clients that have entrusted us to help them enjoy a full life for the last 30 years, and are honored to have that opportunity to serve them for the next 30 years”.