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Guiding Families Through Every Generation

Supporting what matters most – your family & your legacy.

You're Successful

You’re ‘wealthy’. Now what?

You may not come from money, but you’ve worked hard and know that investing is a smart move. Where do you begin? Who can you trust? There is no need to be embarrassed – investing and financial planning can be extremely complicated. At JL Bainbridge, we understand that managing your money can feel overwhelming, and we’re here to guide you every step of the way. We simplify the next step, avoid unnecessary jargon, and focus on what matters most – you and your family. As fee-only fiduciaries, we’re legally and ethically committed to acting in your best interest, and with the JLB Promise, if you’re not satisfied, you don’t pay. Interested?

Let’s get to know each other!

The JLB promise guarantees a refund of advisory fees if a client expresses dissatisfaction with the services received. The commitment does not serve to minimize investment risk, refund losses or constitute a guarantee of investment performance.

Our firm at a glance*

$1.37

Billion* Total AUM

835+

Clients and Growing

103+

Combined Years of Advisor Experience

24

Years Average Tenure of Advisors

*Reflects combined data as of 12/31/2025 for JL Bainbridge.

Experience Financial Guidance That’s Approachable and Personal.

Meet the team