Invest for the life you want
Entrepreneurs, high net worth individuals, women and families rely on our strategic approach to set and pursue financial goals. We are the trustworthy stewards of wealth.
Invest for the life you want.
Investing and financial planning for women, by women, tailored to meet your individual needs.
Invest for the life you want.
So many demands. So little time. Let us take care of your family’s financial plan.
Invest for the Life You Want
We’ll manage the financial plan, so you can plan your business.
OUR SERVICES
Our services are designed to help you invest for the life you want. We base your financial plan on our comprehensive DBT360 process and a blend of best-case scenarios and risk reduction strategies. Our credentialed professionals with more than 30 years’ experience provide investment advisory services, insurance planning, charitable giving advice and other resources to help you pursue the financial and philanthropic goals that lead to your best life.
LATEST INSIGHTS AND NEWS
Curated articles, videos, and more for a financially savvier you.

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.
PLANNING FOR THE LIFE YOU WANT CAN START TODAY.
Why not get started now on your financial plan? Answer a few questions and we’ll get to work.

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.