Building Dreams Together
Providing exceptional personalized service and experienced guidance, empowering you to pursue your financial goals and build a confident future.
BD Wealth Management is a full-service wealth management firm dedicated to providing personalized financial guidance with an emphasis on quality customer service. We believe in getting to know our clients deeply to ensure every strategy we offer is tailored to fit your unique financial aspirations. Through a commitment to continual learning, we stay on top of industry insights and opportunities, delivering guidance that’s both informed and highly personal. At BD Wealth Management, our goal is to make you feel heard, understood, and supported on your financial journey.
Educators are our focus
At BD Wealth Management, we're proud to serve clients from all walks of life and every industry. But our true specialty lies in supporting Maryland’s educators—those who’ve dedicated their lives to teaching, guiding, and inspiring others.
We specialize in understanding the unique financial needs of teachers, administrators, and retired educators. From navigating pension options and retirement plans to maximizing your savings, we’re here to make sure your financial goals are addressed, so you can focus on what matters most. Our team tailors strategies that respect both the dedication you’ve shown in the classroom and the financial freedom you deserve in retirement. Let us help you create a plan that makes the grade.
Our Approach
How We Help
We offer a range of tailored services designed with a goal to meet your unique financial needs and aspirations. Here’s how we can support you:
Retirement Planning
Crafting customized retirement plans to help you work toward financial independence and enjoy a confident, fulfilling retirement.
Investment Management Services
Developing and managing a diversified investment portfolio tailored to your risk tolerance and long-term financial goals.
Risk Management
Identifying potential risks and recommending insurance Strategies to protect your assets and help ensure financial security.
Estate Planning
Connecting you with a professional for high-level estate planning to safeguard your legacy and provide confidence.
Tax Planning
Develop strategies that aim to minimize tax liability and align with their long-term goals, such as tax-efficient investing, retirement account optimization, and leveraging deductions and credits.
Small Business Retirement Plans
Helping small business owners choose the right retirement plan by evaluating their goals, comparing options like SEP IRAs or 401(k)s, and providing guidance on setup, compliance, and ongoing management.
Who We Are
Founded by Bill Bush and Damion Dengler, their partnership is rooted in shared experiences and values. They went to college together, played rugby side by side, and both majored in accounting, forming a foundation of trust, camaraderie, and commitment to excellence. With over 20 years experience in the financial services industry, Damion and Bill decided to expand their offerings and establish BD Wealth Management. Their goal was to provide a complete picture of financial well-being, tailored to the unique needs of educators.
Partnering with LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Contact Us
Are You Ready To Take Your First Steps?
Schedule a complimentary discovery meeting with us and get started on your journey.