Our Mission Statement

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Source: The 2018 Fidelity Millionaire Outlook Study

Family Run, Multigenerational Business

For over 35 years, BDA Financial has been helping people work towards their financial goals. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We aim to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you work toward a more secure financial future.
We’re looking forward to using our knowledge and experience to help you pursue your financial goals and dreams.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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