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!

How to Save $10,000 on College Expenses

By Ian Aguilar, CFP® The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This means the government is willing to grant ten thousand dollars (over four years) of tax credits to every qualifying student. If you have three kids, this …

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I Have a Love/Hate Relationship with Volatility

By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of you, this volatility may have invoked feelings of worry or nervousness over the future of the market; others may have felt indifferent about it, as the stock market is known …

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B&C Team Building

As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year with a holiday dinner at Eleven South Bistro. Afterwards, we tested our problem-solving abilities as a group as we attempted to “escape the rooms” at Mind Benders Escape Rooms. We …

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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.