BDH Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for BDH Wealth Advisors
Team photo for BDH Wealth Advisors

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Advisors

Todd Bauman

Financial Advisor

Managing Director
Visit Todd Bauman's website

David Helfand

Financial Advisor

Managing Director
Visit David Helfand's website

William Duncan

Private Wealth Advisor

Managing Director
Visit William Duncan's website


Team

Damary Marrero

Registered Operations Leader