A complete list of active advisors currently associated with BLBB Advisors

Warmer can help you find a great advisor at BLBB Advisors or one who fits your needs even better.

BLBB Advisors manages approximately $3.26 billion for individuals, institutions, business owners, and non‑profit organizations, serving roughly 1,520 clients through a multi‑advisor team. Its advisory services include investment management, personalized financial planning (including entrepreneur/business‑owner planning that can involve third‑party consultants), ERISA fiduciary services, and access to alternative investments through recommended third‑party managers. The firm typically provides discretionary portfolio management and uses model‑based and ETF‑driven Global Macro strategies across nine risk profiles (from Conservative Income to Aggressive Growth), while also selecting individual equities, bonds, and select alternatives. Clients may elect an Equity Options Income Strategy that overlays covered calls on option‑eligible equities, and BLBB applies tax‑aware transition plans for legacy holdings, generally targeting tax‑efficient transitions over 12–36 months. Distinctive operational features noted in the brochure include a separately administered options overlay program (with separate billing) and an explicit policy that AI tools are used only as supplemental resources subject to human review rather than as primary drivers of investment recommendations. The firm also discloses less common practices such as a documented process that may delay client disbursement requests up to 15 business days when there are documented concerns about cognitive impairment or suspected exploitation, a co‑branded cash sweep option (Flourish Cash) facilitated by a third party, and the ability to engage or subsidize third‑party business consultants for entrepreneur clients.

To learn more about the advisors currently working at BLBB 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.