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Financial Advisors in Sarasota
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 investment advisors, the team of professional money managers at JL Bainbridge helps clients with financial planning, 401(k) strategies, retirement and estate planning, and more.
Fee-only Financial Management
We are a fee-only firm, so we only earn money through a fee earned on the client assets we manage. It's that simple.
About JL Bainbridge
For over 42 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.
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.
Minimum Investment: Flexible
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.
JLB Financial Review
Ready for a financial advisor near you (Sarasota) to review your financial scenario and see how that aligns with your life goals?
It's a complimentary in-person session at our main office in downtown Sarasota.
Simply click the button to get started!