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A cohesive approach to your finances

   

From strategy to delivery

Coordinated by independent professionals

B&D Advisors, LLC was created by the law firm of Bowditch & Dewey, LLP as a separate entity designed to offer services not offered through the law firm. Services such as financial planning, investments and a variety of insurance needs. Your financial strategy will be coordinated by an independent professional who truly understands all your requirements and goals and provides you with a convenient and cohesive approach to your finances.

You can expect total professional and responsive service - generated by your unique situation and goals - from assessment to strategy to implementation.

          
Professional, responsive service

Our knowledgeable team includes a CERTIFIED FINANCIAL PLANNER™ Professional, as well as individuals with advanced financial planning, investment and insurance planning capabilities.

B&D Advisors is appropriately licensed to make investment recommendations. Our services are ideally suited for investors with over $100,000 in assets. Our account minimum is $50,000.

Simply call us at 508-926-3660 for a complimentary consultation. We will be pleased to meet with you and answer your questions.

 

Our financial
Advisement Process

Over the thirty years B&D Advisors has been in business, we have established a six-step process designed to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Strategy to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can help fulfill them. Our strongest relationships have lasted since we founded B&D Advisors, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation is important to financial planning. We look forward to better understanding your portfolio and executing a comprehensive strategy to strengthen it.

Evaluating Financial Status

B&D Advisors encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we can help you get where you want to go.

Review our Recommendations

All of our strategies are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Strategy to Action

When our financial strategies meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Portfolio Progress

At its best, working with B&D Advisors becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.


Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 


Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.