BFS Advisory Group

bfs advisory group is a team with a collective mission to serve others. we are fiduciaries and good stewards who put our clients’ interests and financial well-being above our own. we proudly share five core values: integrity, empathy, future focus, independence and authenticity. our mission and values shine in our processes, our commitment to hiring individuals with cfp ® and cfa ® designations, and how we choose clients. we help our clients build a framework for thoughtful decisions about their financial plans through a proprietary planning process we call the dbt360 financial plan. through the process, we stand in the center with each client and examine resources and risks from the inside out and from every angle. we take an optimistic, comprehensive view and create well-defined steps for individualized financial planning with the flexibility to adjust for new goals, opportunities and challenges. our services are designed to help you invest for the life you want. we base your fi