BLB&B offers customized financial, investment advisory,
and planning services
to individuals, families, trusts, and foundations



SERVICES FOR NONPROFITS

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BLB&B understands the challenges many small to medium-sized family foundations, endowments, and charitable organizations face when seeking an asset manager. As a firm, we are charity-minded    Read more



RETIREMENT INCOME & ASSET UTILIZATION

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The BLB&B investment strategies were designed originally to help clients accumulate assets to meet various goals in the future. With the passage of time, clients now ask us to help them generate income   Read more



 money notes 

Dissecting the impact of the new tax law

Given the unprecedented quick passage and signing into law of the new Tax Cuts and Jobs Act, it will likely be many months before tax attorneys and financial analysts are able to accurately and fully gauge the short- and long-term impact of the new legislation – both on individual and corporate taxpayers as well as the economy as a whole. To date, we’ve barely scratched the surface of the myriad opportunities and obstacles the new law will present.  Read more      

COMPANY NEWS

Mount Saint Joseph Academy

We are proud to sponsor Mount Saint Joseph Academy's Celebrauction XXXIV "Mount Across America" on March 3, 2018.      

Young Life Montgomery County

We are proud to sponsor 2018 Young Life Montgomery County Banquet on April 9, 2018.      

The Meadowbrook School

We are proud to support The Meadowbrook School 2018 Annual Auction on April 21, 2018.      

BLBB CELEBRATES 50 YEARS

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  • BROCHURE
    BROCHURE
  • HISTORY
    HISTORY
  • SERVICES
    SERVICES

Founded in 1964 as a brokerage firm serving individual clients, BLB&B is that and much more today.

During five decades of service to clients in the Philadelphia metro area, we have stayed true to our original mission: to provide individually managed portfolios tailored to the unique needs and goals of each client, using a disciplined and relatively conservative investment approach. Read more