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Helping People Make Sound Financial Decisions to Enjoy Their Wealth
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Comprehensive financial planning and investment management |
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Creating financial plans for business owners that encompass their personal and professional lives |
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Guiding independent women through major life transitions |
We take a fully integrated approach to building and managing our client’s wealth. BDF has service teams specializing in helping business owners and women achieve their goals. Our Business Owner service team is skilled at conducting a complete business review and experienced at navigating the complexities of succession planning and family involvement in a business. Our Women’s service team has first-hand experience with the many transitions women face, and provides extensive financial experience to help successfully guide women through life’s major events. We deliver the highest level of personal service at BDF. It is a key reason behind our better than 98 percent client retention rate. Contact us to learn more about how we can help you.
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Areas of Focus
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Rankings or recognition by unaffiliated rating services should not be construed as a guarantee that a certain level of results if BDF is engaged to provide investment advisory services, nor should it be construed as an endorsement of BDF by any of its clients. Published rankings are usually based solely on data submitted by the recognized adviser.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 237,500 consumers) and registered financial services representatives (over 14,500 financial services professionals) to evaluate the approximately 34,500 wealth managers in the Chicago area (includes Cook, Du Page, Grundy, Jasper, Kane, Kankakee, Kendall, La Salle, Lake, Livingston, McHenry, and Will counties in the state of Illinois). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Chicago area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Chicago Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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