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Welcome to BDS Financial Network

BDS is committed to our clients’ long-term financial success, uncompromising ethics, and attentive service. We are interested in enduring relationships with our clients that are mutually beneficial and built on the highest levels of integrity, trust, and service.

Our process of developing and implementing an effective financial plan encompasses three elements, each of which is represented by a letter in our company’s name:

Balance. The financial planning process starts with finding your ideal balance between current spending and saving for future goals.

Diversification. Intelligent diversification goes beyond asset allocation and includes tax diversification, risk diversification, and more. It prevents us from placing all of our eggs into one basket.

Significance. We help clients clarify their financial goals in light of what is important about money to them. What in your life is most significant to you?

Our mission is to help our clients obtain and maintain financial freedom. We do this by getting to know our clients and their needs, developing sensible investment strategies, and providing responsible and dependable service at a reasonable cost.

We encourage you to explore our website and learn more about BDS and the services we provide. If you are looking for help getting on track, need reassurance about your current plan, or simply have any questions, please e-mail us at bds@bdsfn.com or call us at 440-248-5625. 

Featured Content: Latest Article and Market Commentaries
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Estate Planning: It's for Everyone: Learn more about this vital component of your financial well-being.

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Market Updates

Last Updated: 10/25/16

Diversification does not assure against market loss and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 828 Cleveland wealth managers were considered for the award; 123 (15 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

The Financial Times Top 400 Financial Advisors is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility.



Solon Office
30405 Solon Road, Suite 16, Solon, OH 44139
Telephone (440) 248-5625

Medina Office
3637 Medina Road, Suite 110, Medina, OH 44256
Telephone (234) 217-0318

This communication strictly intended for individuals residing in the states of AL,AZ,CA,CO,DC,FL,GA,ID,IL,IN,KY,MA,MD,MI,NC,NJ,NM,NV,NY,OH,OR,PA,SC,TN,TX,UT,VA,VT,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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