Sharing our Perspective

April 2020: BBR COVID-19 Update

April 22, 2020 WHY BBR PARTNERS CHOSE NOT TO APPLY FOR PPP FUNDS BBR Partners, like all small businesses (financial services and…

BBR Update: Covid-19

March 2020 As we navigate the uncertainty created by Covid-19, our key concerns continue to be keeping our employees healthy while safeguarding the interests of our clients and wider community.

BBR Donates to StreetWise Partners

This holiday season, BBR honored our clients by donating to StreetWise Partners, a non-profit organization that works to transform the lives and careers of young professionals. StreetWise Partners runs a…

Ranked #8 of “Barron’s Top 50 RIA Firms” – September 2019

Evan Roth mentioned in WSJ article- Financial Advisers Now Help With College Plans, Family Counseling, Cremains

Ranked #2 in Financial Advisor’s “Top 10 Northeast RIAs With Most Assets”- August 2019

Sarah Rumph moderates the “Investing in Opportunity Zones” panel, Big Investment Ideas Conference hosted by The Family Wealth Alliance

Ranked #14 in Financial Advisor’s “2019 RIA Ranking”- July 2019

Ranked #2 in Investment News’s “Success Stories: Northeast”- December 2018

BBR Partners Announces New Partners, Sarah Coyne and Benjamin Metzger

Please join us in congratulating Sarah Coyne and Benjamin Metzger on becoming Partners at BBR.  We are thrilled to welcome them to the partnership which has expanded to seventeen equity…