A complete list of active advisors currently associated with BBJS Financial Advisors, LLC

Warmer can help you find a great advisor at BBJS Financial Advisors, LLC or one who fits your needs even better.

BBJS Financial Advisors, LLC provides investment management, financial planning, and investment consultation to individuals and families, trusts, retirement plans, charitable organizations, and business entities, serving both high‑net‑worth and non‑HNW clients. The firm also offers income tax planning and compliance services through an affiliated full‑service CPA firm. As a fee‑only, fiduciary registered investment adviser, BBJS develops individualized Investment Policy Statements and places client assets into customizable model portfolios diversified across equities, fixed income, real estate, commodities and alternative investments, using individual stocks, mutual funds, ETFs and, when appropriate, private offerings or separate account managers. Portfolios are monitored regularly and guided by a proprietary three‑factor model that integrates fundamental and technical analysis with leading economic indicators; the firm issues quarterly performance reports and uses Fidelity as its primary custodian. What is distinctive is the firm’s affiliation with a full‑service accounting practice and the fact that the owner is also a partner in that CPA firm and spends substantial time there, enabling closer coordination of tax and financial planning (a potential conflict of interest that the brochure discloses). The firm’s small advisory team manages roughly $331 million for under 100 clients and combines advisory credentials with an uncommon accounting‑advisory affiliation for a firm of this size.

To learn more about the advisors currently working at BBJS Financial Advisors, LLC, 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.