BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC, a registered investment advisor, dedicates personalized attention to clients who seek to achieve their financial objectives. Our investment philosophy incorporates the principles of tax efficiency strategies, asset allocation, and academic research. We adopt a client-centric approach to concentrate on understanding our clients' needs and formulating a customized financial plan that meets specific desired financial objectives. As fiduciaries, we put our clients first. Our compensation is solely derived from client fees and we do not accept any compensation from any party outside our firm. Our mission is to manage our clients' financial lives effectively, so they have more free time to devote to their passions and commitments. In partnership with our CPA partner, we offer the following services: Management of investments Review of investment portfolio Retirement planning College education funding Mortgage review Tax compliance Insurance planning Estate planning Stock options/shares planning We can serve clients located across the country.