Family Wealth Advisors

JL Bainbridge: family wealth advisors

J.L. Bainbridge is an SEC Registered Investment Advisor that helps clients like you with their financial investment goals and financial planning needs. And, by the way, we’re celebrating our 40th year of making this happen!

If the big firms don’t consider you to be “wealthy” enough to give you the attention you deserve, we’re here for you. Or if your current financial advisor is not working out, then our experienced and approachable advisors could be a better fit.

Our investment strategies help clients navigate around some of the volatility in the markets. Also, financial planning and tax strategies are included in our services at no additional cost.

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.

There’s a good reason we want your money to work for you and your family for the long term: our only fee depends entirely on how successful we are in helping you grow your wealth. It's called fee-only wealth management, and it's a win-win arrangement.


What’s our minimum investment amount?
There isn’t one.


We’ve been helping clients long enough to see some impressive success stories that started well below today’s common minimum of $1 million, $500,000, or even less. Here’s how we see wealth: If you’re focused enough on your current finances to commit to maintaining and growing your wealth for yourself and your family, we should talk.

So, whether you’re in the Sarasota area (near us) or anywhere else in the world, we look forward to every day of serving you as a client.

We're celebrating our 40th year in business serving clients like you.

If you find yourself saying "I may benefit from working with an investment advisor," you’re in the right place.

J.L. Bainbridge is an SEC Registered Investment Advisor that helps clients like you with their financial investment goals and financial planning needs. And, by the way, we’re celebrating our 40th year of making this happen!

If the big firms don’t consider you to be “wealthy” enough to give you the attention you deserve, we’re here for you. Or if your current advisor is not working out, then our experienced and approachable advisors could be a better fit.

Our investment strategies help clients navigate around some of the volatility in the markets. Also, financial planning and tax strategies are included in our services at no additional cost. We’re not brokers or insurance salespeople, either. As Registered Investment Advisors (RIA), we are fiduciaries. By law, this requires us to put clients’ interests first.

There’s a good reason we want your money to work for you and your family for the long term: our only fee depends entirely on how successful we are in helping you grow your wealth.

What’s our minimum investment amount? There isn’t one.

We’ve been helping clients long enough to see some impressive success stories that started well below today’s common minimum of $1 million, $500,000, or even less. Here’s how we see wealth: If you’re focused enough on your current finances to commit to maintaining and growing your wealth for yourself and your family, we should talk.

So, whether you’re in the Sarasota area (near us) or anywhere else in the world, we look forward to every day of serving you as a client.
At JL Bainbridge, we work hard to make sure our model portfolio—the basket of stocks we’ve selected as solid long-term investments for our clients—is aligned with our investment goals for growth. As your advisors, we’ll do the same for your portfolio.

By the way, while we’re not brokers, we will execute trades on your behalf, at your direction. Should you identify a stock that you would like to own outside our portfolio. It’s the convenience of knowing we’re serving you, but without the pressure to make unnecessary trades.

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Gold shield emblem with Family Wealth Managers and 1981 to 2021 written on it.
We're celebrating our 40th year in business serving clients like you.
We're celebrating our 40th year in business serving clients like you.