A complete list of active advisors currently associated with B1B Financial Solutions

Warmer can help you find a great advisor at B1B Financial Solutions or one who fits your needs even better.

B1B Financial Solutions provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages tailored, discretionary portfolios and offers planning across retirement, estate, tax, business planning, cash flow, insurance, and college-savings topics. The firm’s investment approach emphasizes passive, long-term portfolios built on Modern Portfolio Theory using index mutual funds and ETFs to seek low internal costs and tax efficiency. It also supplements that passive framework with fundamental, technical and cyclical analysis and manager due diligence, and implements trades on an individual-account basis rather than through aggregated block trading. Notable aspects for a small, state-registered advisory firm include a two-advisor team that includes a CFP-trained planner, a formal Code of Ethics aligned with CFP Board standards, and the production of written financial plans for planning clients. The firm discloses no related-party conflicts, does not accept performance-based fees, relies on an institutional custody platform for execution and support, and provides custodial statements and trade confirmations rather than separate written portfolio reports from the adviser.

To learn more about the advisors currently working at B1B Financial Solutions, 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.

Name	Location	Years of experience
Lance O'neill	Nixa, MO	14
Dean Young	Nixa, MO	42

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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