Sharing our Perspective

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

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 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…

BBR Donates to United Way

This holiday season, BBR wants to honor our clients by helping those recently affected by Hurricane Florence and Hurricane Michael. We are proud to support the United Way Hurricane…

Earned the Large Multifamily Office (Executive) Award at The Family Wealth Alliance Best in Industry Awards-October 2018

Ranked in “Barron’s Top 40 Wealth Management Companies”- September 2018

Ranked #8 of “Barron’s Top 30 RIA Firms” – September 2018

Ranked # 16 in Financial Advisor’s “2018 RIA Ranking”- July 2018