The Bedford Group
Financial responsibility can feel huge, intimidating, and overwhelming. The Bedford Group helps manage that responsibility in a way that reduces negative emotions like fear, anxiety, a sense of failure, or impending doom, and seeks to replace them with optimism, the sense of possibility, feelings of accomplishment, peace, and contentment.
We do this by marrying comprehensive, holistic financial planning with highly customized, performance-oriented, fee-efficient portfolio management, all delivered by a team of capable, experienced professionals with varying and complementary areas of expertise and in a way that’s easy to understand and access.
We created our team by adopting themes from the movie “It’s a Wonderful Life” with George Bailey and Bailey Brothers Building and Loan. It serves as a metaphorical example of the culture we want to build for team members and clients alike. Selflessness, commitment to service, mutual support and respect, and keeping priorities in the right place are all values that characterize our team. To help us stay focused on these goals, we decided to pay homage to the movie by naming the team after Bedford Falls, the fictional home of George Bailey and his friends, family, and business.
- Financial advicement & planning
- Investment management