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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.

FINANCIAL PLANNING

FINANCIAL PLANNING

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

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BUSINESS CONSULTING

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.  

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INVESTMENT SERVICES

INVESTMENT SERVICES

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

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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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<span>North Texas Giving Day</span>

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

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They came for the fashion, they stayed for the finance.

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.

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An Economic Watch List for Business Owners

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.

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We Are Celebrating a Big Achievement by Team Member Sergio Garcia

We Are Celebrating a Big Achievement by Team Member Sergio Garcia

BFS Advisory Group’s Sergio Garcia Receives Prestigious InvestmentNews 40 Under 40 Award

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