Fiduciary Standard Always
Fee Based
Veteran Owned
Virtual Appointments available for convenience
Serving PA, and in registered & exempt states
Who We Serve
You Can See Retirement From Here. Is Your Plan Ready? The years immediately before retirement are among the most consequential for financial planning. We help you close the gap with clarity — not guesswork. Learn more
You Built the Business. Now Let’s Make Sure It Funds Your Retirement. We coordinate your business and personal financial picture — retirement plan selection, corporate cash management, and succession planning — so the two work together, not against each other. Learn more
You Saved for Decades. Let’s Make Sure It Lasts. Managing income, investments, RMDs, and ongoing decisions in retirement is a full-time job. We handle the financial coordination so you don’t have to. Learn more
When the Financial Picture Gets Complex, Coordination Is Everything. Multiple accounts, business interests, estate structures, and a room full of professionals — we serve as the coordination point that keeps all the pieces working together. Learn more
Is Your Endowment Working as Hard as Your Mission? We help nonprofit boards establish Investment Policy Statements and manage endowments with the same fiduciary discipline we bring to personal accounts — with board-ready quarterly reporting. Learn more
You Don’t Have to Figure This Out Alone. Loss of a spouse, divorce, an unexpected inheritance, or taking over household finances for the first time — we provide a patient, fiduciary approach at your pace, with no pressure to move faster than you are ready to. Learn more
From One Veteran to Another. Brian Bordenkircher is a U.S. Army veteran. BDB Wealth Advisors is a certified Service-Disabled Veteran-Owned Business. We help veterans and military families coordinate military and civilian financial benefits into one coherent plan. Learn more
A Trust Is Only as Strong as How It’s Managed. We manage trust investment accounts on a fiduciary basis — with a written Investment Policy Statement and quarterly reviews — working alongside your estate attorney, not instead of them. Learn more
Services Overview
Comprehensive Financial Coordination
—> Built Around Your Situation
We take a holistic view of your financial life. Every decision; investments, taxes, estate planning, business interests, is made with the full picture in mind.
Investment Management
Fee-based, fiduciary portfolio management. Written Investment Policy Statement. At least quarterly reviews. No investment commissions - ever.
Retirement Income Planning
Coordinating income sources, withdrawal sequencing, RMDs, and Social Security timing so your assets work together throughout retirement.
Tax-Aware Investment Strategy
Fee-based, fiduciary portfolio management. Written Investment Policy Statement. At least quarterly reviews. No investment commissions - ever.
Estate and Trust Coordination
Trust investment management and coordination with your estate attorney — aligning accounts, beneficiary designations, and titling with your estate plan.
Financial Planning
Standalone project, hourly, or monthly subscription — separate from and in addition to investment management. Available at all asset levels.
Business and Personal Coordination
Retirement plan selection, corporate cash management, and succession framework for business owners — business and personal, reviewed together.
How We Work
Our Process
Start With a Conversation. Not a Commitment.
1. Schedule a 15-Minute Introductory Call — No cost, no obligation, nothing to prepare. We learn what prompted you to reach out and whether BDB Wealth Advisors may be the right fit for your situation.
2. Have an Honest Conversation — We discuss your financial picture, what you are trying to accomplish, and how we work with clients. If we are not the right fit, we will tell you — and help you identify a better resource if we can.
3. Decide Whether to Continue — If there appears to be a fit, we outline what appropriate next steps might look like. There is no pressure. The introductory call creates no obligation.
Our fees are transparent and documented. View the full fee schedule: www.BDBwealth.com/fees
This introductory call is provided at no charge and does not constitute investment advice or create an investment-advisory relationship. BDB Wealth Advisors LLC is a Registered Investment Adviser — CRD #336541
Virtual Planning
How We Meet
Pennsylvania-Based. Available Wherever You Are.
BDB Wealth Advisors is based in Red Lion, Pennsylvania. We serve clients throughout York, Lancaster, Harrisburg, and surrounding communities — and work with clients in other states where the firm is properly registered or exempt from registration requirements.
Distance is not a barrier. Our virtual planning platform delivers a personal, organized advisory experience through secure video meetings and a client portal.
| Feature | What This Means for You |
|---|---|
| Secure Video | Face-to-face conversations from anywhere — as personal as sitting across the table |
| Digital Onboarding | Streamlined, paperless process from first conversation to active client |
| Client Portal | View your portfolio, statements, and account documents any time, on any device |
| Local and National | PA clients welcome in person or virtually; out-of-state clients served where properly registered |
Education and Resources
From the Blog
Your Financial Plan Starts With a Conversation.
Whether you are approaching retirement, managing a business, navigating a major life change, or simply want another perspective on your current situation — we invite you to schedule a brief introductory conversation with BDB Wealth Advisors.
No cost. No obligation. No pressure to move faster than you are ready to.
Fiduciary, fee-based advisory firm — CRD #336541