Balasa Dinverno Foltz Wants To Be a Financial “Quarterback”

Whether you refer to your financial advisor as a “quarterback,” or simply your own “personal CFO,” that is a title Balasa Dinverno Foltz LLC (BDF) takes seriously. Julie Bucaro, Owner and Wealth Manager at BDF, understands the importance of putting clients and their families in the best position for financial success.

BDF is a private wealth management firm that currently manages over $3 billion in assets for high net worth individuals, retirement plans, charities, and trusts. Established in 2001, BDF provides personalized, objective advice to develop and uphold a strategic financial platform for their clients..

As a comprehensive, passively-managed fee-only firm, Bucaro attributes their success to her team and the expertise they sustain. This year, BDF ranked 28th on RIA Channel’s annual ranking of the Top 100 RIA firms with more than $2 billion in asset growth over the last 10 years.  Bucaro believes that “fine tuning” the various aspects of the firm and continuing to offer a variety of services for each clients’ unique situation, will continue to drive growth for the firm.