B&C Financial Advisors

At B&C Financial Advisors, we understand your personal financial life can get complicated. We also understand your personal financial life is exactly that—personal. That is why we believe in comprehensive financial planning and investment management that is personalized to fit your unique financial goals. We have several Certified Financial PlannersTM and an Accredited Wealth Management AdvisorSM on staff to help you organize and simplify your financial life, and our unique and innovative investment management style is designed to preserve and grow your portfolio safely over time. As a fee-only financial advisory firm, we do not earn commissions by selling you “fancy” or unnecessarily complicated financial products—our simple fee structure is the only way we get paid.

Call us today to invest in a good night’s sleep. You deserve it.

OUR SERVICES

Our clients are individuals and families who want an honest, reliable financial advisor to help them simplify their financial lives, navigate many of life’s financial decisions, and safely grow and manage their investment portfolios. Whether you are beginning to save for retirement early on in your career, busy managing an established career, or have your sights set on retirement, we can help you reach your unique personal financial goals.

23 Years Locally Owned

25 Years

Locally Owned & Operated

Individually-Owned Assets

$370 Million

of AUM

B&C Financial Dedicated Employees

10

Dedicated Employees

Our Latest Post

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Stay up-to-date with B&C Financial Advisors by signing up to receive our latest newsletter or blog post! We give you informative, bite-sized pieces of personal finance you can apply to your own life*, as well as more “fun” posts that lets you keep up with the B&C team. Let us know if there is a topic you are interested in or would like to know more about—you may see it featured in a future post!

Saving for Children’s Futures: Pros & Cons of Common Account Types

Welcoming a new child or grandchild into your family is typically an exciting and memorable experience. In addition to witnessing a new life being brought into the world, you ponder what kind of life this child will have, hoping they will climb to great heights and accomplish many wonderful achievements. As you think about all …

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Planning for College After COVID

The COVID pandemic has changed the habits and routines of countless individuals. For many, the pandemic has altered the way they interact with others and even made an impact on their spending habits. Through all the haze, college planning is still on the forefront of many investors’ minds, and COVID has changed parents’ sentiments of …

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Investing in Stocks is Risky, How Do You Manage the Risk?

As much as we’d all love to live in a world where bad things never happen, the unfortunate reality is nearly everything in life involves some kind of risk. Whether we are driving to work, playing sports, or having children, we are taking risks every day. Many of these risks are so low we may …

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Everyone’s financial situation is unique and should be treated as such. Even though we do our best to ensure our content is accurate and informative, we strongly suggest our readers consult a financial advisor or other professional before applying any strategy or tip to their own situation. We at B&C Financial Advisors would be honored for it to be us. Please contact our office and let us know how we can help you with your financial life.