• BDO Wealth Advisors

    Customized, strategic, and holistic wealth management.

Vision and expertise for every step of your journey.

Whether you are charting a path to retirement or seeking to build a fully optimized multi-asset portfolio using a collection of external managers, achieving success requires a clear vision and deep expertise managing all aspects of wealth.
 
No matter the complexity of your situation, BDO’s Wealth Advisors team has the resources, insight, and dedication to provide expert guidance for every step of your journey. Our capabilities are defined by our:
  • Investment-centered culture: We are passionate about investing. This shapes everything we do, from portfolio construction to client service. Our portfolio managers and analysts work directly with clients to learn about their objectives.
  • Team of experts backed by global resources: Navigating complex financial markets and ever-changing tax laws requires working with specialists with expertise across all aspects of wealth. Our team, many of whom are CFA® charter-holders, CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and tax attorneys, is backed by the resources of one of the world’s largest tax and advisory firms.
  • Comprehensive, customized approach: No aspect of your financial life should be viewed in a vacuum. We provide fully integrated services across financial planning, investment management, and tax advisory provided by our tax affiliates. This includes planning for retirement, wealth transfer, and philanthropy.
  • Alignment of interests: As fiduciaries, we always put your interests first. We don’t sell any investment or insurance products. This aligns our goals with yours for every decision and recommendation we make on your behalf.
  • Advanced capabilities: For family offices, endowments, foundations, and investors with more complex situations, we provide portfolio aggregation and reporting as well as outsourced chief investment officer services. We also have deep experience in private assets.
 

Scalable Expertise to Fit Your Needs

Regardless of how complex your situation is, we bring the expertise and solutions you need to maximize the opportunities that can be created by your wealth.
 

Core Wealth Advisory

 Financial planning
 Tax advisory
 Portfolio management
 Retirement planning
 Education savings
 Wealth transfer
 Philanthropy
 Risk management


Advanced Capabilities

 Portfolio aggregation and reporting
 Outsourced CIO
 Manager selection and due diligence
 Access to private investments (real estate, private credit, private equity, etc.)
 

Form ADV Part 3 Customer Relationship Summary

*Wealth advisory services within the United States are offered exclusively through BDO Wealth Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. Certain wealth advisory services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.  BDO Wealth Advisors, LLC is an investment advisory firm registered with the SEC. 
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