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.
An Interesting Week for College Savings: 529 College Savings Day And The Debt Ceiling Deal
Our top tips for saving for the most expensive years of your life – and a guide to get you there.
Congrats to Jack on his CIMA® Certification
Congratulations to Jack Barker, the BFS Advisory Group’s Financial Planning Analyst, for attaining his CIMA® certification.
BFS Advisory Group | 2023 Q1 Market Report
We’re excited about the brave new world of investing, and we hope you check out Risks and Opportunities to find out why.
Five Key Questions to Turn Your Tax Return Into Opportunities in Your Future Finances
This is what the personal touch looks like when it comes to taxes and your financial plan.