OUR TEAM

John R. Armstrong, III

Financial Advisor, Senior Fixed Income Strategist

Jennifer B. Wirts

Portfolio Administrator

215.643.9100

BLB&B ADVISORS

SINCE

1964

TENURE AT BLB&B

4-22 years

AVERAGE YEARS IN THE INDUSTRY

SKILL & COMMITMENT

BLB&B’s greatest asset is its carefully chosen team of financial experts. Usually, new clients come to us for financial guidance or for help with a specific financial issue. They stay with us – often for decades – because of the relationships they have with our people. We take great pride in the technical skill and the emotional energy and commitment every person at our firm brings to each client relationship:

STRONG, PERSONAL, INVOLVED

While we are committed to helping our clients achieve financial success, we also want to alleviate any financial anxieties they may have and to proactively assist them in addressing and resolving the inevitable financial challenges that crop up along the way.

COMPLEMENTARY STRENGTHS

Our professionals have all first pursued other complementary professions and advanced degrees before joining BLB&B. We have CPAs, CFAs, CFPs, MBAs, an actuary, an attorney, and several engineers and teachers on our staff. The breadth and depth of our experience and skills allow us to help our clients effectively plan and strategize, proactively identify issues, and resolve potential problems. We also regularly work with a client’s existing team of professionals or refer them to other competent advisors in areas where additional expertise is required.

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

OUR TEAM

John R. Armstrong, III

Maisha K. Bell

Greg Billings, CFA

Laura W. Brewer, Esq.

Brian P. Gallagher, CFP®

Clifford P. Haugen, CFA, MS

Alan F. Hinkle

Douglas B. Huntley, MBA, CPA

Cory S. Jackmuff, MBA

Robert C. Johnson, Jr., CFA

Dean Karrash, CFP®, MBA, CPA

John T. Lawton

Stefanie J. Little

Robb J. Parlanti, CFA

Elizabeth A. Whiteside

Margaret S. Wingerd

Jennifer B. Wirts

SKILL & COMMITMENT

STRONG, PERSONAL, INVOLVED

COMPLEMENTARY STRENGTHS