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.
OUR PEOPLE
Our team of professionals believe financial literacy should be accessible to everyone.
Danielle Bordenkircher
Partner, Insurance Producer & Assistant
Brian Bordenkircher
Partner, Financial Advisor & CCO
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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