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Wealth Management

wealth_management.jpgWant the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof? Bond Beebe delivers with a coordinated team of trusted, experienced advisors ready to work alongside you to help you achieve your goals.

Bond Beebe Financial Advisors, LLC combines a personalized investment approach with knowledge beyond investments. We understand the complexity of financial life that individuals and businesses face today. All our financial professionals not only hold a general securities license, they are also investment advisor representatives. Additionally, each is a Certified Public Accountant with extensive experience in intergenerational, estate and gift tax planning, as well as extensive income tax and retirement planning.

Our clients let us know what is important to them and we construct a strategy best suited to their goals. Recognizing that each investor’s situation is unique, our approach is to guide, inform, and be a trusted resource in leading your family or enterprise in a disciplined and analytical approach to your investment portfolio:

  • Our financial professionals develop a financial profile for you that includes an evaluation of your current financial position, including taxable and tax-deferred accounts.
  • We consider your ability to tolerate risk, your income needs, time of life, and any special circumstances that may require financial and investment solutions.
  • We formulate near-term goals (three- to five-year timeframe) that can be more specifically targeted, while longer terms goals require continual evaluation.
  • We monitor macro- and micro-economic events that impact your investment allocation and recommend changes dictated by the economic environment or as personal circumstances change.

Learn more about how Bond Beebe Financial Advisors, LLC can help secure your future at BBFAonline.com. And to help you make the soundest of business decisions today, we also offer comprehensive Accounting & Assurance, Business Advisory, Tax Compliance & Planning and Forensic Accounting services.

The truest testimony to the Bond Beebe difference comes from our wide range of clients in the Washington DC metropolitan area and across the country. They say it’s our personalized service, the values we stand for, the imagination we offer for every solution, and the trust they can place in us that have made us one of the most sought-after accounting firms. How may we help you?

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

We currently have individuals licensed to offer securities in the following states:

 

  • District of Columbia
  • Florida
  • Indiana
  • Maryland
  • Michigan
  • Minnesota
  • New Jersey
  • North Carolina
  • Ohio
  • Virginia
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Contact Us
Bond Beebe, Accountants & Advisors

4600 East-West Highway, Suite 900 Bethesda, MD, 20814-3423

1800 Diagonal Road Suite 495 Alexandria, VA, 22314

info@bbcpa.com
301.272.6000 phone
301.272.6100 fax
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