Fiduciary Financial Advisors in Leesburg, VA

Live Freely Knowing That Your Finances are in Good Hands

The value of an advisor goes way beyond higher returns. We help you pursue financial independence so you can live the retirement you envisioned, knowing that your finances are professionally managed to your standards.

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Holistic, Individualized Plans

No two clients are alike, therefore no two plans should be, either. We are independent financial advisors that work for you. Using cutting-edge planning technology, we get to know you and your unique situation and make recommendations that are in your best interest.

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Rooted in Family. Driven by Purpose.

BDA Financial has over 50 years of family-run advisory experience. Founded by Bob’s father-in-law and now led by Bob Davidson and his daughter Kelsey, we provide truly independent advice with a deeply personal touch. As fiduciaries, we are committed to acting in your best interest and offering recommendations that align with your values, goals, and financial future.

Our Qualifications

We hold some of the industry’s top designations and are always striving to learn more and get better.

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Our Values

Trust, transparency, independence, and education guide our relationships with clients.

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Live the Life You Love

We help you worry less about your finances and focus more on living life.

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What it's Like to Work with BDA Financial

When you become part of the BDA Financial family, everything we do centers around you — your goals, your values, and your future.
Whether you’re planning for retirement, already living it, or navigating life’s financial complexities, we’re here to guide you every step of the way with clarity, care, and a long-term partnership mindset.

Robert (Bob) Davidson, Jr. ChFC, CLU

CEO/Financial Advisor

Kelsey Davidson-Todd, CRPC®

President/Financial Advisor

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Unlocking the Treasures to Financial Wellness

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