B&C Financial Advisors

Overview

B&C Financial Advisors is an independent registered investment adviser organized as a corporation and operating since the late 1990s. The firm serves both individual/family clients and institutional accounts, and its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges asset-based fees as well as hourly and fixed fees depending on the engagement. The firm reports it does not position itself as an active ESG investor and is not organized as a multi-state adviser. Ownership is reported as individual, which suggests a privately held management structure rather than a platform or corporate chain.

Assets & Accounts

Public Holdings

Investments & Alternatives