BBJS Financial Advisors, LLC
Welcome to BBJS Financial Advisors, LLC
"Quality is never an accident; it is always the result of intelligent efforts." - John Ruskin
At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission. As fiduciaries our clients' needs come first and we do not receive any compensation or commissions from outside parties that compromise our role as client advocates.
Our Mission and Core Values
"It is not where you serve, but how you serve." - J. Rubin Clark
Our mission is to provide our clients with comprehensive financial planning and wealth management that puts the client first through uncompromising personal service. To be independent and trusted in everything we do.
Our core values lay the foundation from which our behavior, our decision-making and our thinking originate. Ultimately, our core values, combined with our expertise, will allow us to achieve our mission.
- Putting the client first
- A passion to help
- Continuously researching innovative solutions
- Being a trusted adviser
Personal service
We strive to create a better quality of life for our clients by managing their financial affairs allowing them to concentrate on other areas of their lives. Along with our affiliated CPA firm we offer a broad range of services that includes:
- Investment management
- Investment portfolio review
- Retirement planning
- College education funding
- Mortgage review
- Tax planning and compliance
- Insurance planning
- Estate planning
- Stock options/shares planning
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