Invest in a good night’s sleep
Investment Management & Comprehensive Financial Planning
We are an independent, fee-only Registered Investment Advisory (RIA) firm specializing in organizing and simplifying your personal financial life and growing and managing your net worth safely.
OUR EXPECTATION IS TO EXCEED YOURS
With an emphasis on capital preservation, we personalize your investment plan to fit within a comprehensive financial plan designed to help you achieve your specific needs and goals.
REQUEST MORE INFO
There’s a reason our clients trust us to manage and advise them on their hard-earned money. Our experienced team of wealth advisors works with each client individually to provide meaningful insights and guidance on how to best improve their unique financial situations.
OUR SERVICES
We have over 100 years of combined wealth management experience
Our clients are individuals and families who want an honest, reliable financial advisor to help them simplify their financial lives, navigate many of life’s financial decisions, and safely grow and manage their investment portfolios. Whether you are early on in your career, busy managing an established career, or have your sights set on retirement, we can help you reach your unique personal financial goals.
WHO WE SERVE
A Uniquely Elevated Investment Management Experience Shaped Around You.
Investing
We provide first-class investment management on a fee-only basis, preserving your capital through proper diversification and asset allocation.
Planning
We use sophisticated financial planning software to build a comprehensive and collaborative plan to help you achieve your goals.
Years of Service
Number of Employees
Assets Under Management
DEDICATED TEAM MEMBERS
Committed To Providing You With Exceptional Customer Service
great words about us
What Our Clients Say About Our Company
HELPFUL RESOURCES
Latest Blog Posts
How B&C Handles Cash in Client Accounts
Most folks have seen the news about the FDIC’s takeover of Silicon Valley…
What Should I Do in a Bear Market?
We get this question often, especially in down markets like we are experiencing…
Investing in a Good Night’s Sleep
B&C prides itself on being a preservation of capital money manager and managing…
Invest in a good night’s sleep
