BFS ADVISORY GROUP IS A TEAM WITH A COLLECTIVE MISSION TO SERVE OTHERS.

We are fiduciaries and good stewards who put our clients’ interests and financial well-being above our own. We proudly share five core values: integrity, empathy, future focus, independence and authenticity. Our mission and values shine in our processes, our commitment to hiring individuals with CFP ® and CFA ® designations, and how we choose clients.

WE HELP OUR CLIENTS BUILD A FRAMEWORK FOR THOUGHTFUL DECISIONS ABOUT THEIR FINANCIAL PLANS THROUGH A PROPRIETARY PLANNING PROCESS WE CALL THE DBT360 FINANCIAL PLAN.

OUR SERVICES ARE DESIGNED TO HELP YOU INVEST FOR THE LIFE YOU WANT.



Securities offered through NewEdge Securities, Inc. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. NewEdge Advisors, LLC and BFS Advisory Group, LLC are affiliated entities to NewEdge Securities, LLC and under the common control of NewEdge Capital Group LLC. For hyperlinks to FINRA and SIPC, please refer to Q2 below.

Advisory Services are only offered to clients where NewEdge Advisors, LLC doing business as BFS Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC doing business as BFS Advisory Group, LLC unless a client service agreement is in place.

Third party posts found on this profile do not reflect the views of NewEdge Advisors, LLC or NewEdge Securities, LLC and have not been reviewed by either entity for accuracy or completeness.

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