As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc., a local non-profit organization serving the homeless in the Jacksonville area. Thanks to the generosity of our clients and friends last year, we were able to make a sizable donation …Continue reading...
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.
Your wealth is growing, and you are busy managing a stressful, yet rewarding, career. You have savings and some investments—perhaps a large concentration of employer stock— but not a comprehensive plan.
With paychecks no longer being deposited into your account(s), you live on a relatively fixed income (Social Security, pensions, etc.), covering any additional expenses by withdrawing from your investment accounts.
As a business owner, we know your time is valuable and that your business has a large impact on your personal finances. Together, we create a comprehensive plan to address your personal financial needs and those of your business.
We work with individuals and families in all stages of life. Using a combination of comprehensive financial planning and our unique investment management philosophy, we work with you safely grow and manage your net worth.
Locally Owned & Operated
$ 280 Million
Our Latest PostVIEW ALL POSTS
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!
Over the summer, B&C sponsored two junior golf tournaments put on by the North Florida Junior Golf (NFJG) Foundation. The first was the Jax Beach Junior Open on June 18th at Jax Beach Golf Club, and the other was the NFJG Tour Pro-Junior on June 26th at The Golf Club of South Hampton. B&C has …Continue reading...
by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get things in order when receiving the terrible news of a terminal cancer diagnosis. In other cases, people may have a plan that is several decades old and may or may …Continue reading...
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.