Valencia, CA Office

Blakeslee & Blakeslee Financial Advisers, Inc. provides advisory services to individuals, families, trusts, charitable organizations, and businesses, including high‑net‑worth clients, through integrated portfolio management with financial planning, retirement plan consulting, standalone financial planning, and brokerage facilitation. The firm operates as a multi‑adviser team serving roughly 800 clients and manages both discretionary and non‑discretionary assets.

Investment decisions are guided by individualized Investment Policy Statements and a process that combines fundamental analysis, modern portfolio theory, and quantitative metrics, with a long‑term buy‑and‑hold orientation and the ability to incorporate ESG/SRI screens on request. For its integrated advisory service the firm requires custody with a major custodian and offers a wrap fee program as an option that bundles advisory, custodial, and trading costs.

The firm is affiliated with an in‑house broker‑dealer and several supervised persons are registered representatives and licensed insurance agents, a relationship the brochure discloses and which the firm says it seeks to manage through disclosures and operational controls; BBFA nonetheless directs managed account trading to an independent custodian rather than to its broker‑dealer. BBFA’s sponsorship of a wrap fee program and its combined RIA/broker‑dealer operating structure, along with separate custodial arrangements for retirement plan consulting, are less common features for firms of its peer group.