It creates wealth, protects your lifestyle, makes a difference and can provide for future generations. As business owners ourselves, we are uniquely qualified to help you prepare for the future.


Dedicated to business owners

With a team that includes estate planning attorneys, Certified Public Accountants, Certified Exit Planners, MBAs from top-ranked business schools and Certified Financial Planner™ professionals, we help you navigate the risks and capitalize on the unique opportunities available to family and private business owners.

The result is a comprehensive wealth management plan customized to your specific needs and designed to help you live the full life you envision.


Wealth management for family businesses

Over the years, your family has guided your company through the peaks and valleys of the business cycle. You’ve created careers and opportunities for not only your family, but for the many families of those you employ.

However, you face unique challenges: Should we gift or sell the business to the next generation? How will we fund our retirement once we transfer the business to our children? Can children not working in the business own stock? Our team is dedicated to helping you navigate the complexities of family dynamics to answer these questions and more.


Wealth management for business founders

If you’re like most founders, you have an inner fire that wakes you up every day to focus on making your business better, stronger and ready to out-perform the competition. This focus has helped make you the success that you are today.

The question now is have you given your personal financial life the same level of attention as your business? Our team is dedicated to helping successful entrepreneurs bring the same level of execution and professional management to their personal finances as they demand in their business.


Get specialized advice that helps you make sense of your finances


Common Objections to Impact Investing

August 25, 2022

In previous posts, we introduced BDF’s Impact Investing portfolio, a portfolio that tilts towards companies that do better than their peers on attributes such as their environmental impact.


Are We in a Recession? Should We Care?

August 11, 2022

According to the dictionary, the U.S. went into a technical recession two weeks ago when it was confirmed that the economy shrunk for the second quarter in a row.


Are We on the Verge of a Housing Market Correction?

July 28, 2022

After two years of unprecedented growth in the housing market, we are beginning to see signs of cooling. Is this the beginning of a sharp correction?



Discover more about how we can help you enjoy a full life.