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 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


Dedicated Employees

Our Latest Post


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!

B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract

In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in this post we will walk through an example of an actual annuity contract one of our clients purchased before becoming a client of B&C Financial Advisors. (We have removed the …

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B&C Welcomes a New Partner – Adam Oerther

B&C Financial Advisors is happy to announce the addition of a new shareholder, Adam Oerther, Vice President & Wealth Advisor, effective 2021. Adam has been with B&C since 2012 after graduating from the University of Florida with a B.S. in Business Administration with a concentration in Finance and a Minor in Entrepreneurship. He is a …

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Spooky Finance: 5 Real (Bad) Personal Finance Tips We Hear Too Often

Well, Halloween is upon us, and while the fact it’s already the end of October is somewhat frightening on its own, we think it’s a perfect time to revisit some of the advice we’ve heard over the years that still haunt people to this day. 1    You should borrow money from your 401(k) plan, …

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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.