We believe that your personal values should be considered when creating your investment strategy. By understanding your individual investing style and money mindset, we can better tailor our advice to your specific needs. Our values assessment tools will help start the conversation so we can carefully craft a portfolio that reflects who you are as an investor. We strive to create portfolios that are in concert with your overall financial planning goals, risk capacity, values and timeline.

We believe that paying attention to managing how taxes affect your portfolio can help to enhance your overall financial success. Our tax planning strategies along with choosing tax efficient investments that are based on your financial situation are a priority for us. We work to look at your financial life from a holistic view and believe that tax managed investment strategies are important when suitable for you.

FPBD believes that asset allocation is a priority and is a strong contributor to the success of your portfolio. In addition, asset location, meaning which type of accounts hold which type of investment is also important. Paying attention to these areas are something we deem important for protecting and growing your funds. Diversification is a term you will hear us talk about often as we see it as a key tool in protecting and creating your overall investment strategy.

We believe that financial planning is at the core of your investment strategy. That’s why we start with planning to understand your priorities, values and needs. There are no one-sized fits all when it comes to your money. We believe in long term investing and utilize our tools and resources to craft an investing strategy that is both in alignment with your priorities and the protection of your wealth. It is our goal to stay educated on economic and market trends so we can best serve our clients.