B&L WEALTH GROUP, LLC

Overview

B&L Wealth Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm serves both high-net-worth individuals and institutional or business clients, delivering financial planning, discretionary portfolio management for individuals, small businesses and institutions, and manager selection services. B&L positions itself as a capital allocator: it builds client portfolios primarily from public mutual funds and separately managed accounts while also making allocations to third‑party alternative managers when appropriate. Fee arrangements include asset-based fees, fixed-fee engagements and performance-based fee structures, which allows flexibility across wealth management and institutional relationships. The firm is not an active ESG investor and operates with a small client base, favoring concentrated relationships and customized management over a scaled retail model.

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Location & Offices