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
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Estate Planning
Working with your attorney to make sure your assets pass to your heirs as efficiently as possible.