Our Approach BLBB Advisors

Working With a Financial Advisor

Plan. Invest. Succeed.^®

We are an independent financial advisory firm with a Plan. Invest. Succeed.® approach developed from over six decades of experience. Our comprehensive and personalized service has resulted in generations of loyal clients and professional partners.

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Our Investment Proces

Your dedicated team which consists of a financial advisor, financial planner, client service administrator, and knowledgeable staff combines their diverse experiences along with advanced technology to create a customized action plan for you. Unlike many firms that outsource investment management, we keep it in-house. This allows us to use historical research and forward-looking data assumptions to deliver personalized service that sets us apart.

Your Investment Goals Our Guidance

Listen

We start by listening to you. Every client has unique financial and personal goals, timing, and circumstances. Understanding your goals helps us assess if our services align with your needs.

Connect

Asset management is about people, not just numbers. Once we understand your unique needs, we can:

Serve you better
Create a personalized experience
Prioritize your personal and financial well-being
Consider your ability and willingness to tolerate market fluctuations

Implement

After listening to your story and evaluating all the data, your dedicated team will seek to:

Implement a customized financial plan
Ensure stable and effective investment strategies
Maximize value and optimize performance over time
Help minimize market, personal, and financial stress

Resources Beyond Financial Guidance

For over 60 years, we have excelled at building relationships to benefit our clients. In addition to our core services, we collaborate with local professionals to guide you in related areas such as:

Business Transition Planning
Risk management/insurance
Tax and estate planning
Accounting
Philanthropy
And a range of other services

We are here to help you build a trusted team, both internally and externally, to support all aspects of your financial life cohesively.

Want to learn more about our Plan. Invest. Succeed.® approach? Contact us today to set up a meeting. You talk, we listen.

Let’s Talk

Business Address

103 Montgomery Ave
Montgomeryville, PA 18936

Mailing Address

P.O. Box 1010
Montgomeryville, PA 18936

Call Us

215.643.9100

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