Imagine an investment portfolio in which you know exactly what investments you own and understand exactly why you own them.
Imagine working with an advisor whose goals align with your own.
Imagine working with an advisor whose only ties are to Main Street.
Imagine being able to sleep at night despite the ups and downs of the stock market.
Our clients do not have to imagine these things. They own individuals stocks and bonds in a portfolio managed specifically for them and their needs. They work with us to create a mutual understanding of their goals and how they can be met. They work with a firm with no ties to Wall Street. We are a privately owned Registered Investment Advisor who puts our clients’ needs first. We have three Certified Financial Planners™ (CFP®s) on staff to make sure you’re making the best decisions possible. Come talk to us and discover how we can help you meet your financial goals.
Our methods are different.
We’re not stockbrokers. We’re not a franchise. We charge no commissions. We make no markups. We’re independent. We’re not beholden to brokerage firms or anyone—except you.
Close personal contact and attention to detail are the hallmarks of our relationship with you. Integrity and ethics are the foundation of this relationship. You may expect that we will give to you the same kind of service that we would want for ourselves.
We are registered investment advisors with a fiduciary responsibility to act in our clients’ best interest. We do not accept any fees or compensation based on product sales. As fee-only advisors, we have fewer inherent conflicts of interest, allowing us to provide more comprehensive advice.
Our team’s decades of experience mean that we have guided client portfolios through both good and bad markets. By adhering to proven discipline and resisting the temptation to react to short-term market fluctuations, we honor our commitment to achieve long-term investment objectives. Our professional talents and experience enable us to determine the proper allocation of our clients’ assets to ensure the best possible investment results.
We manage investments for individuals, corporations and retirement plans. Our partnership provides clients with a variety of skills and investment techniques that match each client’s desires and needs with the appropriate investment strategy. This kind of experience and discipline affords peace of mind and a good night’s sleep.
Results and Referral
We’ve built our business on referrals. The longevity of our client relationships speaks to our clients’ level of satisfaction. Learn more about how B&C Financial Advisors can help you reach your financial goals. Call us today at 800.893.2324 to schedule a private, no-obligation meeting. We can meet by phone, in person at our Ponte Vedra Beach office, or video-chat online.