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OUR FIDUCIARY TEAM

We Are BFS

Dedicated. Diverse. Driven to Serve.

We are fiduciaries and good stewards who put our clients’ interests and financial well-being above our own. We proudly share five core values: integrity, empathy, future focus, independence and authenticity. Our mission and values shine in our processes, our commitment to hiring individuals with CFP® and CFA® designations, and how we choose clients.

Debra Brennan Tagg, CFP®, President

Debra Brennan Tagg, CFP®, President

Our business is built on a foundation of thoughtful client relationships.

BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.

We are fiduciaries and good stewards who put our clients’ interests and financial well-being above our own. We proudly share five core values: integrity, empathy, future focus, independence and authenticity. Our mission and values shine in our processes, our commitment to hiring individuals with CFP ®  and CFA ®  designations, and how we choose clients. 

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