A complete list of active advisors currently associated with B&C Financial Advisors

Warmer can help you find a great advisor at B&C Financial Advisors or one who fits your needs even better.

B&C Financial Advisors is a fee-only registered investment adviser that works primarily with individual clients — including high-net-worth households, trusts, estates, and other entities — to provide portfolio management and financial planning services framed as wealth management. The firm combines ongoing investment oversight with coordinated financial planning work, including implementation support and coordination with outside professionals when needed. The firm’s investment process is grounded in modern portfolio theory and a disciplined asset-allocation framework, using five model portfolio structures and a mix of equities, fixed income and ETFs. Investment decisions draw on both fundamental and technical analysis, are generally managed on a discretionary basis, and are guided by a written Investment Policy Statement tailored to each client. What distinguishes the firm from many peers is its institutional custody relationship and associated economic benefits received through that custodian, as well as its use of custodial “trade-away” arrangements to access certain fixed-income inventory. The firm is also controlled by multiple ownership principals and discloses that a firm principal serves as trustee for a limited number of client trusts — a role that triggers additional custody safeguards and independent audits — and it documents financial planning engagements with upfront agreements and defined deliverables.

To learn more about the advisors currently working at B&C Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.