What We Do

Support Confidence Knowledge Peace of Mind Security Security...because you have a blue print for your future.• Pulls together all the pieces of your financial picture• Comprehensive financial plan• Expert investment advice, management, and communication Peace of Mind...so you can sleep at night.• Communicate in language that you understand• Academically-based, researched, proactive investment strategy• Deep team of experts with experience and certifications Knowledge...provided by experts who understand your challenges.• Specialized certifications• Business Owner Team• Women's Service Team Confidence...that the BDF team is on your side.• Fiduciary responsibility• Fee-only• Independent• Objective• Transparent Support...by a team that cares.• Deep personal relationships• Wealth management teams that work together for you and your family• Family meetings
BDF Mind Map static image

Our mission. To serve you.

There’s life. And then there’s living life to its fullest.

A full life. What does that mean to you? Your definition of a full life is what drives our work together. Not your net worth. Not your investments. What you want out of life.

What has to happen over the next two or three years for you to feel good about our progress together? What keeps you up at night? What gets you out of bed every morning?

As our relationship deepens over years and decades, we evolve with you. Helping you make sound decisions to enjoy a full life. It’s our mission. And it drives everything we do.