We are B&C Financial, registered investment advisors with a different way of managing assets. We don’t believe in neatly packaged, cookie cutter solutions designed to cater to the stereotypical investor. Why? Because, in today’s market everyone’s situation is different, and that outmoded approach is broken.

We will evaluate your current situation and take the time to listen to your goals and plans for the future. We’ll gain an understanding for your tolerance for risk and create an investment strategy designed to reach your financial goals and objectives in a time frame that suits your needs. This is done without selling any financial products such as annuities and mutual funds, but rather by managing each account individually using stocks and bonds.

We are B&C Financial. And we do things differently.

This website has been designed to serve you—not sell you. Here you will find information and resources designed to help you make the best financial decisions for your future and the future of the people you care about. Here you’ll find fresh thinking, and acquire a thorough understanding of our investment style. You’ll meet the B&C Financial team which 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, while also helping you make better decisions to secure your financial future.

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

Please, take a look around, and welcome to a whole new way of looking at your relationship with your investment advisor.

Thank you for visiting!