"We have a passion for keeping things simple" - Charlie Munger

B & B

Helping Clients Succeed Financially

We work with individuals and families to help get their financial life in order, so they can have confidence to pursue the things that are important to them.


We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.