A Family Firm Backed by Credentials, Experience & Purpose

At BDA Financial, we believe that trust is earned—through relationships, experience, and results. We bring together decades of financial planning expertise, advanced industry credentials, and a family-run perspective to help you make confident, well-informed decisions about your money.

We’re not here to sell products—we’re here to provide independent, credentialed guidance that supports your values, goals, and lifestyle.

Credentials You Can Count On

Our team holds some of the most respected financial planning certifications in the industry:

• ChFC® – Chartered Financial Consultant
  A comprehensive designation that covers estate planning, tax strategies, insurance, investments, and retirement planning.
  Held by Bob Davidson
• CLU® – Chartered Life Underwriter
  A deep specialization in risk management, life insurance, and wealth transfer strategies.
  Held by Bob Davidson
• CRPC® – Chartered Retirement Planning Counselor
  A designation focused on guiding individuals through the full retirement planning lifecycle—from savings strategies to income distribution.
  Held by Kelsey Davidson-Todd

These designations require rigorous study, ongoing continuing education, and a deep commitment to fiduciary-level care.

What That Means for You

A Multigenerational Perspective, Working for You

As a father-daughter team, we bring two generations of insight to every conversation. We see how financial needs evolve—from starting careers and raising families to retiring with purpose and passing on wealth. Our combined knowledge gives clients a broader, more balanced perspective—and ensures you always have a trusted advisor to guide you through every chapter.