We are an independent, fee-only Registered Investment Advisory (RIA) firm specializing in organizing and simplifying your personal financial life and growing and managing your net worth safely. With a fiduciary responsibility to act in your best interest, we do not earn commissions based on selling financial products.
As fee-only advisors, we have fewer inherent conflicts of interest, allowing us to provide you with objective financial advice and portfolio management. As an independent, privately-owned firm, we are focused solely on helping you reach your unique financial goals.
As fee-only advisors, we have fewer inherent conflicts of interest, allowing us to provide you with objective financial advice and portfolio management. As an independent, privately-owned firm, we are focused solely on helping you reach your unique financial goals.
Services
Our team at B&C Financial Advisors wants you to enjoy a good night's sleep knowing B&C Financial Advisors is different. We have decades of experience in the financial industry and a stellar reputation in our community. Our success has always been based on strong personal and professional relationships.
Imagine an investment portfolio in which you know exactly what investments you own and understand exactly why you own them. Our clients do not have to imagine these things. They own individuals stocks and bonds in a portfolio managed specifically for them and their needs. They work with us to create a mutual understanding of their goals and how they can be met.
In the early 1990s, co-founders Jan Butensky and Allan Cohen were working together at a large securities firm, managing their clients' money by selling them financial products, earning a commission on each sale. They decided there was a better way to take care of people's money. To them, selling people products just to earn commissions held too many conflicts of interest.
At B&C Financial Advisors, our primary goal when managing your assets is to preserve your hard-earned capital. Our second goal is to grow and manage your portfolio using a risk profile ("asset allocation") that is personalized to fit your unique circumstances and help you reach your financial goals.
Allan Cohen graduated from Jacksonville University with a B.S. in Accounting and went on to work as a Certified Public Accountant, adding an advanced certificate in Federal Gift and Estate Taxation. In 1983, he sold his CPA practice and became a Certified Financial Planner in order to pursue his dream of assisting people with their finances.
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