WHY WE ARE DIFFERENT
In every facet of our client relationships we strive for excellence. Our expert team constantly looks to improve the ways we can maximize outcomes for you.
Hard-earned reputation
Longevity
Investment advice since 1964
STABILITY
Low employee turnover
Experience
Our advisors have an average of 30 years in the financial services industry and manage just over $2 billion in assets as of December 31, 2023.
EXPERTISE
Many of our employees have advanced degrees, professional credentials, and work experience in related industries (accounting, finance, insurance, law)
independent
We do not sell “products”
Employee-Owned
We don’t answer to outside investors/shareholders
ALWAYS WORKING IN THE BEST INTERESTS OF OUR CLIENTS
Available
Each client has a dedicated Financial Advisor and service team
Low Advisor Turnover
The tenure of our Financial Advisors ranges from 5-27 years with BLB&B
FEE-ONLY FINANCIAL ADVISOR
We have a fiduciary responsibility to put our clients’ interests first
Transparency in pricing
No hidden fees;
published fee schedule
Highly Customized Financial Strategies
Work
with clients to communicate the impact of variable input changes (savings rate, inflation, retirement draw, retirement date, risk profile)
Assist
Business Owner/Entrepreneur with planning for exit, including transfer to next generation
Partner
with foundations, endowments, and charitable organizations to formulate a long-term investment approach
Sound Financial Advice
Encourage Clients
Serve as a Sounding Board
Explain Complex Concepts
Identify and Evaluate Client's Planning Options
Commitment to Advanced Technologies
Deploy Technology
to overcome traditional inefficiencies in money management and enhance complex financial planning capabilities
Continuously invest
in technology, systems, and security
Vetted Introduction’s
Introductions to Independent Professionals offering
Insurance
Wills and Estate Plans
Tax Advice
Mortgage Assistance
Entrepreneurial guidance and succession/transition planning
hard-earned Reputation
Longevity
Investment advice since 1964
STABILITY
Low employee turnover
Experience
Our advisors have an average of 28 years in the financial services industry and manage over $1.1 billion in assets
EXPERTISE
Most of our employees have advanced degrees, professional credentials, and work experience in related industries (accounting, finance, insurance, law)
independent
We do not sell “products”
Employee-Owned
We don’t answer to outside investors/shareholders
ALWAYS WORKING IN THE BEST INTERESTS OF OUR CLIENTS
Available
Each client has a dedicated Financial Advisor and service team
Low Advisor Turnover
The tenure of our Financial Advisors ranges from 4-22 years with BLB&B
FEE-ONLY FINANCIAL ADVISOR
We have a fiduciary responsibility to put our clients’ interests first
Transparency in pricing
No hidden fees;
published fee schedule
Highly Customized Financial Strategies
Work
with clients to communicate the impact of variable input changes (savings rate, inflation, retirement draw, retirement date, risk profile)
Assist
Business Owner/Entrepreneur with planning for exit including transfer to next generation
Partner
with foundations, endowments, and charitable organizations to formulate a long-term investment approach
BLB&B Entrepreneur financial management group
for business-owning relationships starting at $2.5 million
Sound Financial Advice
Encourage Client
Serve as a Sounding Board
Explain Complex Concepts
Identify and Evaluate Client's Planning Options
Commitment to Advanced Technologies
Deploy Technology
to overcome traditional inefficiencies in money management and enhance complex financial planning capabilities
Continuously invest
in technology, systems, and security
Vetted Referrals
Referrals to Independent Professionals offering
Insurance
Wills and Estate Plans
Tax Advice
…along with fiduciary advice to help you evaluate their recommendations
Wills and Estate Plans
Tax Advice
…along with fiduciary advice to help you evaluate their recommendations