yellow and red cartoon lightbulb indicating "smart"

The Smart Way to Enroll in Medicare

Space is limited, so call 941-365-3435 to reserve your spot now. Or click on your preferred date to learn more:

Hurricane Milton Update

A hurricane warning is already in effect for Sarasota County and all along the Gulf Coast.

For safety, we will be working from home during the storm. We could anticipate potential interruption of power, but we still expect to be reachable via our direct-dial numbers. We plan on returning to the office on Friday.

In the event that you cannot reach us, you may contact the Charles Schwab Alliance team at 800-515-2157 for any immediate questions or concerns you may have about your accounts.

Thank you and stay safe!

PRESS TO CALL US NOW

JL Bainbridge by the Numbers

a diploma icon. the text reads 99 combined years advisor experiencan icon of a group of people, with text that reads 800 plus clientsa medalion ribbon with the number 23 in the middle. the text reads 23 years average tenure of advisorsan icon of a map pin. the text reads clients nationwide

* as of June 30, 2024

JL Bainbridge Family Wealth Advisors

Family Wealth when it matters most: now.

About JL Bainbridge

JL Bainbridge is a fee-only financial advisory firm in Sarasota, Florida. We provide you with multi-generational wealth building, money management, and a range of financial planning services.

We offer flexible minimums and highly personalized service whether you're in the Sarasota area or anywhere in the world.

We’re not brokers or insurance salespeople, either. As Registered Investment Advisors, we are fiduciaries. By law, this requires us to put clients’ interests first.

And by the way, as a client, you don't need to pay our fee if you are dissatisfied.

Your Financial Review

Ready for a JL Bainbridge family wealth advisor to review your financial scenario? We'll help you understand how your finances align with your retirement plans.

It's a complimentary in-person session at our main office in downtown Sarasota.

Simply click the button to get started:

Book Your Review

Meet the Team

Family Wealth Blogs

When you work with us, we're happy to share our insights on the markets and all aspects of making your wealth work for you. In the meantime, you can explore over 90 blogs on personal finances, investment, and planning.

Discover More Blogs

Family Wealth Advisors

Hurricane Idalia Update

The tail end of Hurricane Idalia is continuing to affect the coastal areas here in Sarasota. We are working from our homes today, but expect to be back in our Main Street office tomorrow.

We will still be reachable via our direct-dial numbers, so let us know if you need anything from us.

As the storm moves through Florida, our thoughts are with those who are being hit much harder than we've been hit here.


Stay safe!