FINANCIAL PLANNING
The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.
BUSINESS CONSULTING
Business owners face unique challenges on the path to living the lives they want. As a second-generation family-owned business, we know these challenges well.
INVESTMENT SERVICES
Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.
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.
BFS Advisory Group’s Five Key Takeaways From Our Panel Discussion About Today’s Investing Landscape
The paradigm shift that every investor should understand and most are missing.
Risks and Opportunities
The theme for our Q3 Market Report is “Don’t Fight the Fed.” Follow the link for more.
An Economic Watch List for Business Owners
In D CEO’s Ask the Expert, we give our ideas on risks and opportunities for business owners in today’s economy.
We Are Celebrating a Big Achievement by Team Member Sergio Garcia
BFS Advisory Group’s Sergio Garcia Receives Prestigious InvestmentNews 40 Under 40 Award