Welcome to BBJS Financial Advisors, LLC

“Quality is never an accident; it is always the result of intelligent efforts.” – John Ruskin

At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission. As fiduciaries our clients’ needs come first and we do not receive any compensation or commissions from outside parties that compromise our role as client advocates.

We strive to create a better quality of life for our clients by managing their financial affairs allowing them to concentrate on other areas of their lives. Along with our affiliated CPA firm we offer a broad range of services that includes:

  • Investment management
  • Investment portfolio review
  • Retirement planning
  • College education funding
  • Mortgage review
  • Tax planning and compliance
  • Insurance planning
  • Estate planning
  • Stock options/shares planning

BBJS Financial Advisors, LLC may service clients residing anywhere in the United States. The investment advisor, broker-dealer, salesperson or representative in question may not transact business in Washington unless appropriately registered, or excluded or exempted from such registration. We are an investment advisor registered in Washington and California.