Customized solutions, bespoke advice,
WHAT’S THE MONEY FOR?
WE HELP YOU GET TO THE ANSWER.
Customized Investment
Management
Independent,
Objective,
Rigorous.
Multidisciplinary Wealth
Advisory
The power of knowing
deeply, and being
deeply known.
Portfolio Administration
& Reporting
Clarity,
Transparency,
& Simplicity.
Ranked #24
in Barron’s “2023 Top 100 RIA Firms”
— September 2023
Ranked #18
in Financial Advisor’s “2023 RIA Ranking”
— July 2023
View BBR’s Barron’s and Financial Advisor’s Rankings
THE BBR PARTNERS STORY
After successful careers at corporate investment firms, our founders set out to create a better solution for clients. They built an independent model exclusively serving wealthy families at a level of objectivity and customization that hadn’t existed before.
Many others have tried to adopt our model since, but are unable to duplicate our skill, level of empathy and commitment.