INVESTMENT SERVICES
Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.
FINANCIAL PLANNING
The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.
LEGACY PLANNING
We are stewards of your financial plan, with strategies to maximize resources for generations to come.
COMPREHENSIVE FINANCIAL SERVICES
We partner with trusted outside resources to successfully implement your financial plan.
CHARITABLE GIVING
Does your investment plan include making the world a better place? Ours does too. Let us design charitable giving plans that make a difference.
Now Do You Believe in Diversification?
A few fascinating charts from your friendly financial nerds. (You really should pay attention to this.)
BFS Advisory Group Welcomes Intern Reilly Webster
An internship can be the bridge between building strong knowledge in the classroom and developing professional skills for long-term success. We are investing in our internship program to provide opportunities for our profession’s future.
Ready for Tax Season to be Over? Consider An Intentional Year-Round Strategy Instead.
We have five key takeaways from the 2021 tax season that can help you in 2022.
Here’s what to do if you missed the April 18 tax filing deadline
BFS Advisory Group’s Managing Director of Financial Planning, Sergio Garcia, was tapped by CNBC writer Kate Dore for a story about what to do if you missed the April 18 deadline.