Our Continued Education
Behavioral Financial Advice (BFA™)
Financial decisions are rarely just about money—they’re about emotions, habits, and what matters most to you. The BFA™ designation allows our team to support you in a deeper, more meaningful way.
Why Behavioral Financial Advice (BFA™)?
Anthony DiChiara and Edward Evers earned the Behavioral Financial Advice (BFA™) designation to better serve clients through a more meaningful, human-centered planning experience. With a focus on education, empathy, and long-term stability, Our team helps individuals and families make financial decisions that feel grounded, purposeful, and aligned with what matters most.
How We Use Behavioral Financial Advice in Practice
Money is emotional—and the BFA™ designation equips our team to meet clients where they are, helping them navigate uncertainty, stress, and life transitions with clarity. A positive money mindset isn’t about always feeling good, it’s about understanding your values, reducing stress, and making purposeful financial choices. Working with an advisor who understands BFA will help you to approach decisions with confidence and clarity, grounded in what matters most to you.
FAQs About The BFA™ Designation
What is Behavioral Financial Advice — and how is it different from traditional financial advising?
BFA (Behavioral Financial Advice) is a designation and approach that combines traditional financial planning with insights from psychology and neuroscience. Rather than focusing solely on investments and numbers, a BFA-designated advisor helps you understand how emotions, cognitive biases, and personal values influence financial decisions — and builds a plan that fits not just your financial goals, but your long-term behavior and mindset.
How does having a BFA™-certified advisor benefit me?
Working with a BFA advisor can help you make more rational, values-aligned decisions — especially in emotionally charged situations or during market stress. You’ll get guidance tailored to your behavior and risk tolerance, and a plan designed not only for growth but for sustainability. BFA advisors aim to reduce the chance of reactionary or fear-based decisions, helping you stay the course toward your long-term goals.
Will BFA replace traditional planning — or just complement it?
BFA doesn’t replace traditional financial advising — it enhances it. A BFA advisor still creates financial and investment plans, but adds a human-centered layer that addresses behavior, values, and long-term decision making. This makes financial advice more holistic, personalized, and resilient to emotional or market-driven fluctuations.
What does the BFA certification process involve?
To earn the BFA designation, advisors complete two behavioral-finance courses and pass a proctored online exam. There are no prerequisites. To maintain the designation, they complete around 20 hours of continuing education in behavioral finance every two years.
Ready to build a plan that reflects your goals and your values?
Experience the BFA™ difference.