Your team. You and your family come first.
Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm. We manage approximately $3 billion in assets for business owners, women, individuals and families, and institutions.
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.
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.
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.
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. In 2014, BDF was ranked by Forbes as one of the Top 50 Wealth Managers. The firm has received a Best Places to Work award for the past three years. BDF is honored to receive a 2014 Investment News Best Practice Award recognizing a dozen out of over 300 firms across the nation for growth and productivity. Our truest reward comes from the longevity of our client relationships, many of them spanning more than a decade.