Family Wealth Advisors

JL Bainbridge: family wealth advisors

The Goal: $1 Billion

‍JL Bainbridge (JLB) is a Sarasota-based family wealth management firm that loves helping clients manage and control their financial well-being before and throughout retirement.

As of December 31, 2021, we managed $950 million in client assets. And as our team of family wealth advisors works toward our next target of $1 billion, we'd like you to consider becoming a client and joining us in this journey. And here's why:

As a fee-only firm, we only earn money through a management fee based on the client assets we manage. So, a bigger pie (closer to $1 billion) is only possible if we're growing wealth for our clients. (see disclosure)

Of course, we're not just in business to work toward a stretch goal, we're Family Wealth Advisors because we love the experience of helping our clients better control their financial destinies.


About JL Bainbridge

For over 40 years, clients have become friends and friends have become clients. We know they trust how we guide their investments and financial planning and appreciate the sense of financial confidence we give them. Our longstanding promise to clients ensures that they’re at the center of everything we do, so they know that our core team of advisors and staff will always be here for them.

JLB is a fee-only, SEC Registered Investment Advisory firm that does not require a specific minimum investment. We serve clients and their families worldwide.

Money Managers

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.


Minimum Investment: None

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