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.
North Texas Giving Day
NTX Giving Day Season is Officially Open, and We Want You to Join Us For the Largest One-Day Giving Event in the World
They came for the fashion, they stayed for the finance.
Thanks to fashion stylists Reed Robertson and Liz Thrash, we learned about fall fashion trends and the role money plays in our lives – especially when you’re building your wardrobe.
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