Bassett, Brosius, Foy & Associates (BBF Wealth) is an independent, goal-based financial planning practice dedicated to providing tailored solutions for high-net-worth families, individuals, and couples. With over 75 years of collective experience in the financial services industry, our team of certified financial planners is committed to placing your needs first.
We work closely with our clients to identify financial, retirement, and estate-planning goals, developing a comprehensive strategy to help you achieve your future aspirations. As a Forbes Best-in-State Team for Delaware in 2023 and 2024, we have the expertise to guide you toward greater financial security and prosperity. Experience the difference that an independent, fiduciary-minded advisory firm can make.
Contact BBF Wealth today.
BASSETT, BROSIUS, FOY & ASSOCIATES
1011 Centre Road, Suite 110, Wilmington, DE 19805
302.999.9330 • Scott@bbfwealth.com • www.BBFWealth.com
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Bassett, Brosius, Foy & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
