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.
First Quarter 2021 Market Report is Live
The theme of this edition is "fits and starts." This is our assessment of what is likely to happen as the global economy gets back on track.
BFS Advisory Group Presents the Aspen Society
Part learning, part networking, part support group, part power lunch, The Aspen Society is the group to join for frank discussions about money. Our LinkedIn group is open to all women. Ladies, join now!
We've Been Working on Our BHAG
2021 is the perfect time and place for Big Hairy Audacious Goals.
Tough Conversations About Benefits and Pay
Debra's first article for Entrepreneur discusses negotiation and why she encourages her staff to even negotiate with her.