On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events celebrating the importance of good money management and providing financial education designed to help us all become wiser about money.” Adam fielded questions from callers regarding a variety of personal …

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We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are thrilled that their daughter Crista, her husband Rob, and their son Jacob have added another happy and healthy baby to their family. Al and his wife Kathy welcomed their fourth …

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by Ian Aguilar, CFP® Florida is a state lucky enough to benefit from the state-wide merit scholarship known as Bright Futures. Just recently, the state expanded the program, and now there are two main forms of the award known as the Florida Academic Scholarship (FAS) and Florida Medallion Scholarship (FMS). These awards are given out …

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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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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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