Ranked #18 in Financial Advisor’s “2022 RIA Ranking” — July 2022

Goodbye To All That To view FA‘s 2022 RIA Ranking, click here.   BBR Partners was ranked #18 in Financial Advisor’s “2022 RIA Ranking”. Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV […]

BBR To-Go Episode 8 — Multidimensional Impact with Stephanie Diamond and Sean Apgar

June 2021 Stephanie Diamond, our Director of Impact Driven Client Solutions, joined BBR to design and execute an innovative approach to philanthropic advising we call “Multidimensional Impact” (“MDI”). In the latest episode of BBR To-Go, Partner and Director of Portfolio & Wealth Advisory, Sean Apgar engages Stephanie in an informative dialogue on the fundamentals of MDI as […]

BBR Donates to Start Small Think Big and Year Up

We are committed to supporting organizations that are doing extraordinary work. This holiday season, in appreciation, we supported Start Small Think Big and Year Up. Start Small Think Big is a nonprofit that helps small businesses with high potential and limited access to the resources needed to create thriving businesses. Year Up is a national workforce development organization […]

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice NEW YORK, November 15, 2021–( BUSINESS WIRE)– BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for client families by introducing Multidimensional Impact. Stephanie Diamond, has joined the […]