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



THE ADVISOR

Please Save the Date!

BLB&B Advisors, in conjunction with College Pursuit and the Pennypack Ecological Restoration Trust, is pleased to present An Evening with Celebrated Athlete, Adventurer, and Author Erik Weihenmayer.  Read more  

We Welcome Jennifer B. Wirts

...to the Firm! We are pleased to announce that in November, Jennifer B. Wirts joined us as a Portfolio Administrator.    Read more  

Mary Fisher Retires

We are sad to report that after more than 26 years with BLB&B, Mary Fisher officially retired this fall. We would like to thank Mary for her many years of service to our firm and clients.     Read more 

Possible Changes Are Coming

We wanted to make you aware of possible changes that may be coming to BLB&B due to a variety of governmental regulations that were approved in 2016 and are supposed to take effect in 2017. As you may already know, last year the Department of Labor (“DOL”) passed over a thousand pages of new regulations related to the investment industry. These regulations have the potential to fundamentally change how our industry and the firms within it operate. Probably the most visible change on the horizon relates to retirement accounts (401Ks, 403Bs, IRAs, etc.).     Read more 

Key 2017 Federal Income Tax Rate Schedule

Set forth below are some of the more commonly used tax rate schedules for the coming year.     Read more  

Important 2017 Tax Deadlines

Set forth below are a variety of tax deadlines that may apply to you in 2017. As always, please check with your tax advisor before taking action or failing to take action with regard to any of the items listed below. Also, please note that this is not a complete list of all tax deadlines and you should touch base with your tax advisor as there may be other deadlines that pertain to your personal tax situation.     Read more 

COMPANY NEWS

Young Life Montgomery County

We are proud sponsors of Young Life Montgomery County Annual Banquet and Silent Auction being held on Monday, April 3, 2017 at the New Life Dresher Presbyterian Church     

Agahozo-Shalom Youth Village

We are pleased to support Agahozo-Shalom Youth Village Celebrating 10 Years of Stand Up & Be Counted    

SAVE THE DATE!

BLB&B Advisors along with College Pursuit and Fred Amrein will be hosting a College Financial Planning event on Wednesday, April 26, 2017. Look for your save the date email, coming soon.    

The Meadowbrook School

We are proud to support The Meadowbrook School Run for Education on Saturday, May 20, 2017.    

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