phone
941.365.3435
|
800.899.5171
emailinfo@jlbainbridge.com
location
1582 Main St, Sarasota, FL 34236

Insights

Apples to Apples: How to Fairly Compare Financial Advisors

No tall advisors provide the same services or have the same approach. Comparing "apples to apples" means looking beyond fees to understand what you’re truly getting. JL Bainbridge offers a broad range of services designed to support clients and their families at every stage of life. Learn about our 12 service offerings here.

Confused by Your Investment Statements? Start Here.

Investment statements can be confusing, even for seasoned investors. This guide breaks down the five key areas that matter most, so you can find the devil in the details and better understand what you’re really paying for and how your portfolio is performing.

Case Study: The JLB Promise Origin Story

In an industry often criticized for complexity and lack of accountability, JL Bainbridge took a distinctive approach. Discover how one firm's unwavering commitment to transparency and client-first service shaped a policy that continues to define their reputation today.