Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm. We provide personalized investment management and financial planning. We manage approximately $4.5 billion in assets for business owners, women, individuals and families, and institutions.
We also have Practice Groups that specialize in the unique needs of:
- Financial Professionals
- Insurance Brokers and Insurance Owners
We are fee-only advisors and do not charge commissions or brokerage fees. The BDF fiduciary approach focuses on what is best for you, your family, and your future.
Our 61-member team includes Attorneys, CPAs, CFP®s, MBAs, CFAs,,CDFA™s as well as a CTFA. With our multi-faceted backgrounds and decades of combined experience, we take a comprehensive and fully-integrated approach to building and managing your wealth.
You can except a very high level of personal service at BDF. It is a key reason behind our better than 98% client retention rate.
We take the responsibility of building and managing your wealth very seriously. Your portfolio is reviewed every two weeks for rebalancing opportunities that will take advantage of market volatility, enhance tax efficiency, and potentially increase portfolio performance.