Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.

Our Purpose

To address “Wealth Inequality” by enabling “the masses to invest like the classes” by harmonizing financial technologies with human sentience and insight.
To “Think Local → Act Local” by forever embracing, supporting, and endorsing local community services and products.

Mission Statement

1DB’s mission is to guide investors in pursuit of financial well-being by listening to their specific needs, offering personalized solutions, developing investment strategies, and adapting to changing market conditions.