Our Values
Accessibility
We believe that quality financial guidance shouldn’t be reserved for the ultra-wealthy. Whether you're just getting started or managing significant wealth, we meet you where you are—with clear advice and no judgment.
Integrity
We do what’s right, even when no one’s watching. Our advice is always in your best interest—transparent, conflict-free, and grounded in professional ethics.
Personalization
No two financial lives are the same. We take the time to understand your unique goals, values, and circumstances so we can deliver truly personalized advice.
Long-Term Partnership
We're not here for quick fixes. We’re here to grow with you—for every milestone, transition, and turning point in your financial life.
Simplicity in Service
We remove complexity where it doesn’t need to exist. Our communication is clear, our processes are streamlined, and our advice is always focused on what matters most.
About BDB Wealth Advisors
BDB Wealth Advisors was founded to provide fiduciary financial planning centered on long-term relationships and disciplined portfolio management.
Founder Brian Bordenkircher developed an early interest in investing at age 10, when he purchased his first stock after encouragement from his grandfather. That experience sparked a lifelong commitment to financial literacy and stewardship.
Brian served as an Army Medic, developing leadership, accountability, and calm decision-making under pressure — qualities that inform his advisory approach today. He later worked as a Financial Advisor with Edward Jones, where he gained experience in retirement planning, investment strategy, and relationship management before establishing his independent Registered Investment Advisor firm.
Brian works with business owners, retirees, pre-retirees, and military families navigating retirement benefits, transition planning, and long-term financial decisions.
Co-Founder Danielle Bordenkircher brings extensive executive administrative experience and a background in real estate, supporting the firm’s client service operations and coordination. Her experience enhances organization, communication, and responsiveness throughout the planning process.
Together, Brian and Danielle are building BDB Wealth Advisors with a focus on fiduciary responsibility, operational structure, and long-term sustainability. Their vision includes thoughtful expansion through advisor partnerships and acquisitions, with an emphasis on continuity and client service.
Our team of professionals believe financial literacy should be accessible to everyone.
Danielle Bordenkircher
Partner, Insurance Producer & Assistant
Brian Bordenkircher
Partner, Financial Advisor & CCO
Danielle Bordenkircher is a licensed insurance producer. Insurance services are offered separately from BDB Wealth Advisors through BDB Insurance. These activities are not affiliated with BDB Wealth Advisors and are not investment advisory services. Danielle may earn commissions from the sale of insurance products, which creates a conflict of interest. Clients are not obligated to use Danielle for insurance services.
Our Home
brian@bdbwealth.com
(714) 767-5324
danielle@bdbwealth.com
(630) 559-5046
365 S. Camp St.
Red Lion, PA 17356
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