* as of June 30, 2024
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.
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:
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.
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