Whether you’re managing newly acquired wealth, planning your retirement, or seeking a new experience, we’re here to support you. We serve clients throughout the United States from our office in Sarasota, Florida and we welcome clients that tend to be:
• Family-focused: You want to provide for your loved ones and create a meaningful legacy.
• Proactive: You understand the importance of financial planning and want a partner who can help guide your decisions.
• Curious and Informed: You appreciate transparency and want to truly understand how your money is working for you.
• Independent thinkers: You value personalized strategies, not one-size-fits-all solutions.
If you are interested in learning more about JL Bainbridge, let’s schedule a virtual or in person meet and greet or request a Free Financial Review to get a second opinion on your current investments and financial health.
*The testimonials presented above were selected from current clients who participated in a survey conducted during March–April 2025 and reflect their individual experiences. No compensation was provided in exchange for these testimonials. These testimonials may not be representative of the experiences of all clients, and the results expressed do not guarantee or predict future performance or outcomes.
As a fee-only fiduciary, we are legally and ethically bound to put your best interests first.
That means: No commissions. No hidden agendas. Just clear, transparent advice. In addition, our firm is proud to offer:
• The JLB Promise: If you’re not satisfied with our service, you don’t pay. It’s that simple.
• Straightforward, personalized guidance: We explain everything in plain language, so you always feel informed.
• A partner in your corner: We care about yourgoals as much as you do.
Whether you’re looking to retire early, help your kids through college, or preserve your wealth for future generations, we’ll help you:
• Identify short and long-term goals.
• Plan your financial strategy across every area of your life.
• Help you make decisions that align with your family’s values and future.
We don’t believe in minimum investment requirements. We believe in relationships. Some of our most successful clients started well below the $1M or $500K thresholds common at other firms. If you’re serious about building and maintaining your financial future, we’re ready to help.
Your portfolio should reflect your goals, your comfort level, and your personal values. Our in-house investment team curates model portfolios with room to tailor them to you. Whether it’s avoiding certain industries or supporting specific causes, we make sure your investments reflect your unique priorities.
• Have you outgrown your current advisor?
• Are you uncomfortable with the fees or pressure to buy financial products?
• Are you managing wealth for the first time and ready for professional support?
If the answer is yes to any of the above, it might be time for a change. Let’s talk.
Request a Financial Review or book a Meet & Greet to explore your options for a no pressure, friendly conversation.
More clarity. More trust. More connection.
Contact JL Bainbridge today to schedule your complimentary Financial Review or Meet & Greet. Your next chapter starts here.
JL Bainbridge & Co. is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our ADV Part 2, Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm at: https://adviserinfo.sec.gov/firm/summary/108058.
The "JLB Promise" is a refund offered based on client satisfaction with our services and does not guarantee any specific investment performance or account results.
Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results. AD25
