Founded in 1964, BLBB is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals, families, endowments, and business owners.
1964
Employee-owned
Assessing clients' ability and willingness to tolerate market fluctuations to align strategies with their goals.
Montgomeryville, Pa, United States
About
Mission
To help clients enjoy the successes they have earned through customized financial planning and wealth management services.
Values
Client-centered approach, commitment to service, and community engagement.
Participant Demographics
Serving individuals, families, endowments, nonprofits, and business owners.
Track Record
Team Experience
Over 60 years of experience
Notable Achievements
Legacy of serving multigenerational families and nonprofits
Project Track Record
Assisting families, nonprofits, and businesses in achieving financial goals
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Montgomeryville, Pa, United States
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