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 Balasa Dinverno Foltz LLC (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.
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.