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Client Centered

OUR FIDUCIARY TEAM

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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