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