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Our Qualifications 

We are an independent financial planning firm and have been specializing in retirement and estate planning since 1986. Working closely with you, we devote considerable time to first understand your unique financial concerns, goals and tolerance for risk.   Using this information and after significant analysis, we then develop a comprehensive financial plan, unbiased by proprietary product offerings, to meet your individual needs.

We have advised pre-retirees and retirees from the Federal Government and private industry who share the common goal of preserving their principal so that money lasts throughout their retirement years regardless of its duration. We focus on helping you avoid the most common financial mistakes.

Our CEO, Bob Davidson is a 1976 graduate of the University of Connecticut and Auburn University where he earned his Master of Science degree in 1981. He earned his Chartered Financial Consultant and Chartered Life Underwriter designations from the American College in 1988. Bob is also a well-known financial educator in Northern Virginia and hundreds of retirees have used his help and advice to develop their personal financial plan and lead them into retirement.

Our President, Kelsey Davidson-Todd is a 2012 graduate of West Virginia University, where she earned her master’s degree in education. She earned her Charted Retirement Planning Counselor designation by the College for Financial Planning in 2020.

At BDA Financial, you will be working with our Chartered Financial Consultant (ChFC) and Charted Retirement Planning Counselor (CRPC) professionals to analyze and address your financial life.

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