Client Services & Resources
Access your accounts, find key documents, or contact your fiduciary advisor— all in one place.
On this page, find everything you need to manage your accounts, download essential documents, and stay connected with our team of fiduciary advisors. Whether you’re checking performance, updating information, or preparing for tax season, consider this page your go-to resource for everything related to your BDC account.
Rather Speak with Your BDC Advisor?
Client Portal
Access your personalized dashboard to review account performance, reports, and updates.
Forms & Documents
Download common forms and documents you may need for onboarding, account updates, and tax reporting.
Secure Document Upload
Easily and safely share sensitive files with our team using our encrypted upload tool.
Our Form ADV Disclosure
As a registered investment advisor, we provide this disclosure outlining our services, fees, investment approach, and business practices.
Frequently Asked Questions
Find answers to commonly asked questions from clients.
What does “fee-only” mean?
Fee-only means we are compensated solely by our clients — not through commissions or product sales. As a fee-only fiduciary, we provide transparent, client-first guidance so our advice is always in your best interest.
Do both spouses need to attend meetings?
Yes. Because financial decisions affect your entire household, we require both spouses to be involved in meetings and long-term planning.
Is there a cost for the first call?
No. Your introductory consultation is completely free—it is an opportunity to learn about each other and determine if we’re a good fit. During this time, callers usually ask about our fee-only fiduciary approach, our biblically responsible investing strategies, or how we handle 401(k) financial advising for retirement.
Do you only work with clients in Richmond?
While many of our clients are based in the Richmond area, we also work with families throughout Virginia and across the country through virtual meetings.
