At BLS Financial Partners, our wealth management philosophy is simple: we provide investment and planning insight to help you make the best financial decisions. In fact, we believe many of our clients think of us as their "personal CFO."
Relationships come first
With more than 80 years of combined experience*, we’ve helped our clients address personal financial challenges as well as navigate every type of market. But our understanding of the markets is only one aspect of what we deliver. Our top priority has always been the quality of the relationship we build with you.
Your future, your family and your confidence in us are more important than any investment strategy.
Focused on you, planning for what matters
Guided by integrity in all we do, we put your best interests above all else. That’s why planning plays such a critical role in our work together. Through a disciplined discovery process, we learn exactly what you need by helping you identify what is truly important to you and your family. We ask many questions to uncover all the information that can help us better understand your planning goals as well as the potential risks that could impact your progress.
We then consider alternative paths for getting you what you want for yourself and for those who matter to you. Taken together, these insights help us determine an asset allocation that reflects your personal time horizon, objectives and risk concerns.
Collaboration delivers more
Whether your needs involve a multigenerational estate plan or retirement income solution, transferring a family business or managing the challenges of divorce or job transition, our team works together to deliver a disciplined investment strategy that addresses your specific concerns.
As a team, we are always seeking better ways to manage volatility, reduce unnecessary risk and execute the right strategy for your needs. Because we view ourselves as risk managers, first and foremost, protecting your assets for the long-term is a priority. We’re here to help you weigh your options and collaborate with your accountant or attorney to provide sensible advice and a better solution. You can count on a concierge level of service and attention to see it through.
Helping our clients address their life priorities
Planning across generations
We understand the dynamics of family relationships and their impact on financial decision making. Our goal is to help you protect and preserve your wealth and legacy using appropriate cash flow and portfolio management strategies as well as efficient tax structures such as trusts and philanthropic vehicles.
Business and career change
We’ve worked with many key business leaders who have embarked on new careers and professional experiences. Through sound planning and investment management, we’ll work with you to help you comfortably take on your "next chapter."
Life transition for women
By empowering you with the tools and planning skills to make the best choices, we can help you navigate the financial and legal challenges you may face during separation, divorce or widowhood.
We know your financial life encompasses much more than the current markets. No matter what milestones you’re working toward, we’re committed to delivering the guidance you need most. Advice. Beyond investing.
David Boor has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
Jonathan Modiano has been recognized as an industry leader.
- UBS Top 35 Under 35, 2015, 2016