Award-Winning Financial Advisers

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Is BLB&B Right For You?

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Why We Are Different

A compelling checklist

Since 1964

Independent from the start, clients have chosen us for sound, focused, financial guidance and advice.

Learn how we take a broad perspective and refine it to benefit you specifically.

Plan. Invest. Succeed.

MONEY notes

A Call to Financial Planning for Veterans

  BLBB was founded in 1964, by Air Force Pilots Nick Lawton and Frank Burke. They wanted to start an investment firm that was geared towards helping other investors plan and build financial security. Frank and Nick settled on Chestnut Hill, Pennsylvania and they...

A Key Strategic Asset for Your Company

A Well-Designed Retirement Plan Can Become a Key Strategic Asset for Your Company: Here is the 6 Ingredient Recipe We Follow In this era of extremely low unemployment, a shortage of qualified and skilled job seekers, and high direct and indirect training costs, it is...

Financial Literacy

Critically Important yet Difficult to Attain According to the National Financial Educators Council, being financially literate means: Possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual’s...

Social Security & Retirement Income

Myths, realities, and how to better prepare Long gone are the days when most people could count on the income received from a company pension plan combined with their Social Security benefits to provide for a comfortable retirement. A generation ago, the vast majority...

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STREET ADDRESS
103 MONTGOMERY AVENUE
MONTGOMERYVILLE, PA 18936

215.643.9100

MAILING ADDRESS
P.O. BOX 1010
MONTGOMERYVILLE, PA 18936

215.643.9100

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500