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

23 Years

Locally Owned & Operated

Individually-Owned Assets

$ 280 Million

of AUM

B&C Financial Dedicated Employees

11

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!

Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act

In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. While this historic bill approves a $2 trillion emergency stimulus package aimed at providing broad …

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The Coronavirus Has Infected the Stock Market…Now What?

With the coronavirus now spreading across over 100 countries, it is clear the effects from the virus are widespread and significant. In attempts to mitigate these effects, entire countries have implemented quarantines, multinational corporations have instituted “work from home” protocols in various cities across the globe, and people everywhere have started to accumulating various dry …

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The SECURE Act – Impacting Retirement Planning

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law by the president on December 20, 2019.  This act incorporates some of the largest changes to retirement savings since the Pension Reform Act of 2006.  The bill will be effective January 1, 2020.  The act makes sweeping changes to the Required …

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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.