A complete list of active advisors currently associated with BDB Wealth Advisors LLC
Warmer can help you find a great advisor at BDB Wealth Advisors LLC or one who fits your needs even better.
BDB Wealth Advisors provides portfolio management, financial planning, and pension consulting to individual clients and employer-sponsored plans, charging asset-based advisory fees and offering an optional subscription planning arrangement. The firm prepares written Investment Policy Statements for clients and provides ongoing portfolio monitoring and periodic plan reviews as part of its service model. The firm’s investment process blends cyclical, fundamental, and technical analysis with modern portfolio theory, and it typically seeks discretionary trading authority to implement client-specific allocations. Investments may include mutual funds, ETFs (including precious-metal exposures), fixed income, real estate funds, commodities and insurance products such as annuities, and the firm documents risk tolerances and review schedules for each client. Distinctive features include that members of the firm are licensed insurance agents, with the brochure disclosing that one may receive compensation for insurance sales while another holds a license but does not actively sell; the firm states it manages those conflicts through disclosure and review. The firm is relatively small and recently organized with a modest asset base and a limited client roster, yet it also provides pension consulting (including fiduciary monitoring options) and discloses custodial relationships and receipt of certain custodial services.
To learn more about the advisors currently working at BDB Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Red Lion, PA
| 4
|
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