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!

Is Your Financial Advisor a Fiduciary?

By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity to shed light on a fascinating trend currently going on in the financial advisory industry—the shift toward fiduciary advice and investment management. This trend gained national attention back in 2016 …

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Forbes Names Allan Cohen One of Florida’s Top Advisors

Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’ Best-In-State Wealth Advisors list. Over 3,000 advisors across the country were chosen for this list out of almost 30,000 nominees. Forbes looks at a number of requirements to compile their …

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Ten Years On: Four Personal Finance Lessons Learned from the Great Recession

By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over 8 million jobs were lost, and unemployment rose to 10%. Many who bought homes in 2006 and 2007 suddenly found themselves “underwater” in their mortgages (owing more on their homes …

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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.