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 LLC provides discretionary and non‑discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporate or business entities. The firm also offers ongoing plan consulting for employer‑sponsored retirement plans and manages business‑owned investment accounts such as corporate cash reserves and deferred compensation assets. The firm documents Investment Policy Statements and tailors portfolios using a mix of cyclical, fundamental, technical analysis and modern portfolio theory to align allocations with clients’ objectives and risk tolerances. BDB Wealth Advisors offers specific strategies that include SEC‑registered defined‑outcome (buffered) ETFs, an optional ESG/values‑based overlay, and a limited margin overlay in select taxable accounts, and provides tiered subscription access to financial planning tied to asset thresholds. Distinctive features disclosed in the brochure include that the firm’s principals are licensed insurance agents and may offer commissionable insurance products, a relationship the firm identifies and documents as a potential conflict of interest. It is also notable for providing pension consulting and institutional/corporate account management while operating as a small, recently formed advisor with roughly $1.2 million in assets under management and a surety bond to address start‑up capital requirements.

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
Brian Bordenkircher	Red Lion, PA	4

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