You know about your life and where you want it to go. And we know about wealth management. We have spent decades empowering clients like you to live full lives.



Hear for yourself about what it means to us to act as your personal Chief Financial Officer.



Firmly entrenched at the center of our firm are the unique clients who seek a whole life approach to wealth management for themselves and future generations. We help:



Individuals and families

We help you live your life to the fullest and create holistic wealth plans that enable you to reach your unique summit—however you define it. We can help with:

  • Achieving financial freedom
  • Passing on your values and wealth to the next generation
  • Supporting the causes that are important to you—and more


Women have unique needs and concerns. Our goal is to educate and empower you to be:

  • Tax efficient with your investing
  • Strategic with your philanthropy
  • More confident in all decisions



Individuals going through divorce

There is a lifecycle for divorce that starts when you begin to wonder if this is the path you are going to take and lasts well after your divorce is finalized. No matter where you are in the process, our dedicated “divorce” team provides the hard-headed logic and empathetic understanding you need to answer all the questions you have:

  • Am I ready?
  • What resources do I need?
  • What's my reality?
  • How do I prepare for my next chapter?


Our team helps you thoughtfully address financial and legal complexities with confidence and care, ensuring both the big picture and small details remain in focus. We will be by your side every step of the way, helping you move from grief to grace.


We understand the complex challenges of business owners, executives and professionals—both inside and outside of the financial services industry.




We understand companies and high achievers of many types and have the deep experience, custom advice, and exclusive strategies to help you to continue building on your success. Consider that one simple choice—like when to exercise options—can have a number of tax, wealth, estate and business implications. We take a holistic approach that considers each of your choices in relation to your entire wealth picture.



Your life after the law should be everything you hoped for. Our specialized Rain Catching process is designed specifically to help attorneys save more of the “rain” you make every day.


Financial professionals

Financial professionals often don’t have an integrated financial plan and may be challenged to take emotion out of the equation when it comes to their own investments. On top of this, your firm’s compliance policies can add another layer of complexity. As your personal CFO, we can create a plan for every aspect of your financial life—working with you and your compliance team to ensure every decision is aligned with both your goals and with all regulations.


Insurance brokers and agency owners

From commission splits and fluctuating compensation to equity grants, you need a financial plan that works in your unique situation. BDF can help you create a blueprint for financial planning, managing cash flow, ownership structure and compensation, minimizing taxes and control risk.


Running your business shouldn’t overrun your life. We work with you to merge the complexities of your business and your personal life into one integrated vision of the future.


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