B1B Financial Solutions

Overview

B1B Financial Solutions is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services tailored to individuals and small businesses. It is not positioned as a multi-state or pension consultant adviser and does not identify as an active ESG investor. Investment activity tilts heavily toward equity exposure. The adviser shows a stated preference for equities and holds a meaningful portion of its assets in non-exchange traded equity positions, implying use of private or direct holdings alongside more traditional securities. Mutual funds are also used for allocation and diversification. All advisory assets are managed on a discretionary basis, indicating the firm typically implements and rebalances portfolios without seeking client approval for each trade.

Assets & Accounts

Investments & Alternatives

Location & Offices