CI BDF Private Wealth
BDF LLC is a private wealth management firm. We provide personalized investment management and financial planning. We manage over $5.9 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 70+ member team includes CPAs, CFP® professionals, CFAs, MBAs, CDFA™s, and an Attorney, AEP, CEPA, and CTFA. With our multi-faceted backgrounds and decades of combined experience, we take a fully integrated approach to building and managing your wealth.
You can expect a very high level of personal service from everyone at BDF. It is a key reason behind our 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.