Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Robert (Bob) Davidson, Jr. ChFC, CLU
CEO/Financial Advisor
703-779-7540
Bob is the CEO of BDA Financial, where he leads his clients’ investment management and planning. He has been in the financial services industry for nearly 35 years and before that, he had a career as a biologist. After spending a...
Kelsey Davidson-Todd, CRPC®
President/Financial Advisor
703-779-7450
Kelsey is our President and Financial Advisor at BDA Financial, where she oversees client paperwork and accounts. She is also in charge of the firm’s marketing and office operations. She started in the financial services industry...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.