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.
2023 Fall Fashion & Finance Soiree
This year we partnered with Tootsie’s to bring together women from many different parts of our firm’s community to talk about how fashion – like money – can give you confidence.
BFS Advisory Group Masterclass: A Short Video You Should Watch About Taxes and Your Portfolio
Hint – If you’ve ever heard of tax loss harvesting and had no idea what it meant, you will in just a few minutes
BFS Advisory Group | 2023 Q2 Market Report
Our theme this quarter is “The Last Mile”. We hope you check out Risks and Opportunities.
National Intern Day
The benefits of a Wealth Management internship are clear, we just need more of them.