As CPAs and attorneys, Armond Dinverno and Mike Foltz left Price Waterhouse in 1984 to start a law firm after realizing that their tax and legal specialization could help clients make better financial decisions. In 1986, they formed Dinverno & Foltz Financial Group to serve their clients. In 1987, Mark Balasa worked at a small financial planning firm after working in a small business.
He then started a wealth management company for a CPA firm in 1990 that eventually became Balasa and Hoffman Inc. By 2020, the firm had grown to include over 65 team members serving our clients and living our Mission. As we looked to the future, we chose to partner with CI Financial. Mark and Armond first met at an industry conference in 1992.
He then started a wealth management company for a CPA firm in 1990 that eventually became Balasa and Hoffman Inc. By 2020, the firm had grown to include over 65 team members serving our clients and living our Mission. As we looked to the future, we chose to partner with CI Financial. Mark and Armond first met at an industry conference in 1992.
Services
Clarity - Get clarity on your goals and the path to achieve them. You'll receive customized advice to optimize how your investments, cash flow, insurance, estate plan and tax management work together to support your goals. Confidence - Have confidence that you will be able to navigate any situation.
BDF LLC is a private wealth management firm. We provide personalized investment management and financial planning. We manage approximately $5.3 billion in assets for business owners, women, individuals and families, and institutions. We put you first, always. We provide personalized, objective advice to build and maintain a secure foundation of wealth for your family.
Our team approach and our breadth and depth of specialization allows us to manage your wealth from a collective perspective. Our team includes CPAs, CFP professionals, CFA charterholders, MBAs, CDFA professionals, and an Attorney, AEP, CEPA & CTFA. Any practice areaAttorneysDivorcing IndividualsFinancial ProfessionalsIndividuals and FamiliesInsurance Brokers and Agency OwnersWidows.
Some clients refer to BDF as their "quarterback", while others prefer to think of us as their "personal Chief Financial Officer." Others don't have a name for us-they just call us first. No matter the term, the role is one we want and enjoy. We serve as the point person for the myriad of advisors that surround you, ranging from lawyers to accountants to insurance professionals to other professional advisors.
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All TagsAttorneysBDF Investment PhilosophyBusiness Owners' ServicesCharitable GivingCollege PlanningDivorce PlanningDivorcing IndividualsFamily BusinessesFeatured on HomepageFinancial EducationFinancial PlanningFinancial ProfessionalsIndividuals and FamiliesInsurance and Risk ManagementInsurance Brokers and Agency OwnersInsurance PlanningInvestment ManagementMarket and Economic UpdatesNon-Profit OrganizationsProfessional WomenRetirement PlanningRisk ManagementTax PlanningTrust and Estate PlanningWidowsWomen's Services.
