Your Success is Meant to be Enjoyed

[BLBB] is well-educated, objective, even-handed and trustworthy. As a result of our positive experience, 14 members of our family and friends are now also enjoying the exemplary service that BLBB offers.

Client since 2015

What differentiates BLBB from other advisors is that they are responsive, trustworthy, objective, and patient. I assumed they had the financial chops, but how they related to us was very important to me. They did not come to the table and say you should do THIS. They engaged us in the conversation and equipped us to be part of the decision-making process.

Female Client since 2021

[our BLBB advisor] led us in a soul-searching exercise in financial planning that went well beyond just itemizing our assets. We discussed everything from travel interests and funding our hobbies to our goals for retirement, and our family dynamics. It was a very thorough process which confirmed that we DID have a financial future that could support us and our lifestyle in retirement. And it was not just a one-time conversation.

BLBB First Financial Planning Client (2007)

BLBB provides a high-quality experience that is in touch with reality. They are more than just a business focusing on the financial aspects; they keep you as a person front and center. We are confident in their abilities and know they will bring issues and opportunities to our attention as appropriate. Sometimes, the level of service we receive makes us feel like we are their only clients.

Transferred from another FA firm/Clients since 2016

We can share many stories of how BLBB has impacted our lives. Because of BLBB, we have been able to live comfortably, support our kids, put our grandkids through college and medical school, and donate to organizations we care about.

Multigenerational Client

The market will be the market – it comes with both risk and reward. BLBB navigates this on my behalf with great judgment, truly understanding me and my goals. Life is for living and I feel I can enjoy my life without financial worry –– and if I have a question, BLBB is just a phone call away.

Divorced Client On the Move!

I saw a high level of competence and respect that we were not getting from our current advisor. We may not be your largest account, but our experience and level of service are top-notch and we have been able to build a relationship with a consistent team.

Business Owner Clients