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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

INVESTMENT SERVICES

Your investment portfolio, tailored to meet your goals, on your timeline — managed by us.

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FINANCIAL PLANNING

FINANCIAL PLANNING

The DBT360 Financial Plan: A framework for thoughtful decision-making based on your life goals.

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INSURANCE

INSURANCE

Our insurance solutions guard your financial plan from unwelcome surprises.

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LEGACY PLANNING

LEGACY PLANNING

We are stewards of your financial plan, with strategies to maximize resources for generations to come.

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COMPREHENSIVE FINANCIAL SERVICES

COMPREHENSIVE FINANCIAL SERVICES

We partner with trusted outside resources to successfully implement your financial plan.

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TAX PLANNING

TAX PLANNING

Tax planning is part of what we do. So you don’t have to.

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CHARITABLE GIVING

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.

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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.

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First Quarter 2021 Market Report is Live

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.

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BFS Advisory Group Presents the Aspen Society

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!

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We've Been Working on Our BHAG

We've Been Working on Our BHAG

2021 is the perfect time and place for Big Hairy Audacious Goals.

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Tough Conversations About Benefits and Pay

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.

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