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Bring wealth to life

You’ve worked hard for your money. But is it working for you? Real wealth is being able to live the way that you and your family want, today and tomorrow. We help you translate your material success into a rich and fulfilling life.

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Your Questions answered

Are my future life and financial plans secured?
What’s the most meaningful way to pass on what we have?
When can I slow down?
Will my wealth deliver on my dreams?
How will we maintain our lifestyle in retirement?
Can I achieve more balance in my life?

If you’re a successful business owner, senior executive or partner sharing those thoughts, then you’re like many of bdb clients.

How can bdb help you? Why do you need a financial planner? We answer these and many more of our clients’ typical questions in a series of short and helpful films.

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Our 360° financial planning process

News & Events

  • Introduction to Financial Planning

    January 04, 2019

  • News from Tim

    November 07, 2018

  • bdb is expanding at Gardner House

    August 02, 2018

What our clients say

  • "I’ve learned that wealth is more about time: time with family and friends, and people that matter."

    Lorraine A

Complete your success story today.

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