Financial Advisor Services

Services for Individuals & Families

Individuals & Families

We understand that life is complex. BLBB helps you manage family and business dynamics while making crucial financial decisions to support your family and future generations.

Learn More

Financial Planning
Investment Management
Philanthropic Advisory Services

Financial Planning

Financial planning is a dynamic, lifelong process that can help answer questions such as "when can I retire?"; "will we outlive our assets?" or "what happens if (insert worry here)". We provide comprehensive, goals-based financial planning that evolves with your circumstances and interests. Having a plan allows you to navigate all aspects of your financial life and gain better control over your financial future.

Our team is experienced in a wide variety of financial planning topics:

Preparing for major life transitions, including retirement, liquidity events, career change, and wealth transfers
Goal setting and aligning your resources with your hopes and wishes
Estate planning and the challenges of passing wealth to younger generations and other beneficiaries
Valuation assessment and planning for business owners

Strategic planning for charitable giving and philanthropy
Educating younger family members about finances and wealth
Aligning asset allocation to minimize risk and enhance the likelihood of achieving your goals
Risk management
And much more

Investment Management

Our investment management services include:

Customized asset allocation parameters based on your risk/reward assessment, time horizon, goals, and other circumstances
Portfolio construction, ongoing maintenance, and regular rebalancing to help your assets remain aligned with your goals and risk tolerance

Incorporating tax-efficient investments and alternative investments where appropriate

Philanthropic Advisory Services

Through BLBB Charitable, the Giving Arm of BLBB Advisors, and our own experience as nonprofit and foundation board leaders in the community, we provide a unique perspective on philanthropy. That’s why we, along with Nicole Tell, the Executive Director of BLBB Charitable and a former lawyer, offer insights into choosing the right charitable instruments for your needs and creating philanthropic strategies. We collaborate with you and your legal and tax advisors in an effort to ensure the most tax-efficient allocation and most impactful strategy for your philanthropic dollars. We can:

Determine the best vehicle for your philanthropy (whether lifetime giving or as part of estate planning)
Develop philanthropic strategies based on your values, interests, and goals
Work with legal and tax experts to support the most tax efficient structuring
Provide resources on how to incorporate family members into your philanthropic strategy

Suggest resources on how to find organizations and partners that align with your interests and strategy
Advise on impact giving and investments
Facilitate meetings with grantee partners or family
Advise on governance and roles and responsibilities of directors or trustees
Share tips on how to find a community opportunity that balances your purpose, passion, and experience

If you would like to learn more about how BLBB Advisors can help with your philanthropic goals, or to schedule a meeting with Nicole, please contact your BLBB financial advisor or click here to learn more.

Life Transition Series

BLBB Advisors provides additional insights to guide you through some of your most challenging life events.

For those seeking to age in your own space, we offer this checklist to help you prepare.

Download

Organize your personal information, enabling your survivors to easily locate details, notify relevant parties, and follow your wishes.

Download

Following the life-altering event of the death of a spouse or life partner, prioritize recommended financial and administrative tasks using this checklist as a guide.

Download

Get in Touch

Start a conversation and find out how BLBB can help you.

LET'S TALK