BDH Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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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

Damary Marrero

Registered Operations Leader

Jess Chouhan

Jess Chouhan

Client Service Associate

Nicholas Needs

Nicholas Needs

Registered Client Service Associate