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.
Q3 2023 Risks & Opportunities
We have just released our latest edition of Risks and Opportunities, our quarterly market report. The theme for this edition is “Center of Gravity"
Market Update: 5 Top Influences in 3 Minutes
Investors have a lot on their minds these days. This 3-minute read will get you up to speed on what is moving the markets and what it means to you.
Thankful Thursday: How BFS carries the spirit of gratitude year round
Read how Thankful Thursday has become a weekly occurence with the BFS team.