Jacksonville Area fee only Investment Managers & Financial Planners

We are B&C Financial Advisors And We Do Things Differently.

This website is designed to serve, educate and provide you with information and resources to help you make the best financial decisions for your future. What you won’t find are long lists of various financial instruments with complex commissions. Here you will acquire a thorough understanding of our innovative and unique investment style. You’ll meet the B&C Financial Advisors team who will give you an overview of our services and fees. But perhaps best of all, you’ll gain knowledge that will deliver peace of mind by helping you make better decisions to secure your financial future and invest in a good night’s sleep.

Pershing LLC (a wholly owned subsidiary of Bank of New York Mellon Corporation) is our-third party custodian who will hold your assets in a fully insured brokerage account.

Invest In a Good Night's Sleep

Client for a Cause: John & Anne McKenzie | North Florida School of Special Education

For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special education teacher, have been volunteering with the North Flor…

PGA Presentation

This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO Allan Cohen, Wealth Manager Thomas Ellis and Investment Ma…

Safeguarding Clients

At B&C Financial Advisors, protecting our clients from fraudulent activity is one of our top priorities. In today’s world, scammers and cyber thieves seem to lurk around every corner, so we take our clients’ …