Our Values
Built on Trust. Guided by Family. Rooted in Doing What's Right.
At BDA Financial, our values are more than just words—they’re the foundation of every client relationship and every recommendation we make.
We take the time to understand your complete financial picture so we can offer guidance that fits your life—not someone else’s agenda. As fiduciaries, we are legally and ethically committed to putting your best interests first at all times.
This is more than a business—it’s a legacy. Our story began over 50 years ago when Bob Davidson’s father-in-law—Kelsey’s grandfather—started a financial practice in New York. Bob entered the industry over 40 years ago and later chose to become independent, allowing the firm to deliver truly client-focused advice without sales pressure or corporate influence. Today, Bob and his daughter Kelsey continue to serve families with the same care, integrity, and personalized attention that started it all.
Here’s what continues to guide us every day:
Family
As a multigenerational, family-run firm, we understand the importance of planning for the people you love. Whether it’s preparing for a child’s education, building a retirement income plan, or creating a legacy for future generations, we help clients make decisions that reflect their family’s goals and values.
Trust
Trust is earned through consistency, transparency, and doing what’s right—even when no one is watching. Our clients know they can rely on us for honest guidance, clear communication, and unwavering commitment.
Independence
As an independent advisory firm, we are free from corporate influence. That means every plan we build, every strategy we recommend, and every decision we guide you through is based on your goals—not a product shelf.
Transparency
We believe you deserve to understand every recommendation and why it matters. We speak clearly, answer your questions thoroughly, and make sure you’re never left in the dark.
Education
We believe the best decisions come from understanding. Bob holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Kelsey is a Chartered Retirement Planning Counselor (CRPC). But what matters more than our credentials is how we use them—to educate, empower, and guide you.