Since our firm’s establishment in 1982 we have helped clients and their families plan for their dreams, supported our community, and cultivated a dedicated team. We build strong and lasting partnerships with our clients by creating transparent and honest relationships.
Sustaining an Enduring Firm
RJ Devick, CFP®, CEO and Financial Advisor, talks about growing responsibly and B&D's commitment to sustaining an enduring firm.
Our Services
See how we may serve you today
Retirement Planning
Will you outlive your assets?
Estate Planning
Working with your attorney to make sure your assets pass to your heirs as efficiently as possible.