Our Firm
Who We Are
We Serve You
Founded on the principle of fiduciary responsibilities, BCD Advisors enables you to supply tailored investment strategies based on your unique goals, putting your interests above all else.
We Are an RIA
BCD Advisors is a registered investment advisor. Our thorough understanding of the industry allows us to identify professional money managers who can build a portfolio that suits your individual needs.
We Offer Choices
Through BCD Advisors and the Harris Financial Solutions family of companies, you get to choose from many financial products and services – including insurance, investment advisory services, asset management and more.
Why We Stand Out in a Crowd
Partnership Model
BCD Advisors is your strategic partner for independence - a virtual turnkey transition from where you are now to a place where you can thrive independently. All the upside of independence with none of the headaches.
Philosophy
BCD Advisors believes in providing our Advisors and their clients with goals based and research driven investment solutions.
Core Ideas
"Life must be understood backward –but it must be lived forward."
–Seren Kierkegaard.
We believe this to be true in Wealth Management. At BCD Advisors, we strive to educate and employ these core “Nobel Prize” winning and philosophical ideas into our culture.
BCDA Financial Planning Process
Identify & Prioritize Your Objectives
We begin by getting to know you—your goals, concerns, and what you want your financial future to look like. Together, we outline and prioritize your short-, mid-, and long-term objectives so your plan is tailored to what matters most.
Gather Your Financial Information
Next, we collect the financial details needed to build a complete picture of your current situation. This includes income, expenses, investments, assets, liabilities, insurance, tax information, and estate documents. The more complete the data, the stronger the plan.
Analyze Your Financial Landscape
Our team thoroughly evaluates your information to identify risks, opportunities, and potential gaps. We analyze your portfolio, tax exposure, cash flow, insurance coverage, and long-term projections to understand how well you’re positioned to reach your goals.
Develop Personalized Recommendations
With a clear understanding of your financial position, we create customized strategies aligned with your objectives. These may include investment adjustments, tax-efficient planning strategies, risk management updates, or savings guidance.
Take Action & Implement the Plan
Once you approve the recommendations, we help you execute each step—opening accounts,
reallocating investments, coordinating with CPAs and attorneys, and ensuring every part of the
strategy is put into motion efficiently and accurately.
Track Progress & Adjust Over Time
Your financial plan isn’t a one-time event. We monitor performance, review changes in your life, and adjust the plan as needed. Through ongoing communication and scheduled reviews, we help ensure your financial strategy stays aligned with your goals.
