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High Net Worth Individuals & Families

high_net_worth_individuals.jpgLooking after business owners' personal financial needs is a natural extension of our business services. For over 75 years, high net-worth individuals and families in the greater Washington DC area and across the country have turned to Bond Beebe Accountants & Advisors and, formed in 2000, Bond Beebe Financial Advisors, LLC for financial guidance and wealth management services to help secure their future.

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. Bond Beebe Financial Advisors are particularly adept at positioning people to keep more of what they have now while making appropriate plans for their future and, eventually, the distribution of their estates.

Wise planning takes time, careful consideration and professional expertise. It may also include tools such as wills, trusts, gifting, deferred compensation, and insurance. Bond Beebe can help you with appropriate strategies and financial guidance you can trust for minimizing tax liability, providing liquidity at just the right time, and other wealth management issues and solutions.

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 provide comprehensive Accounting & Assurance, Tax Compliance & Planning, Forensic Accounting, Business Advisory and Wealth Management services.

With Bond Beebe, you get top experience and cost-effective solutions. Contact us.

 

Contact Us

Bond Beebe, Accountants & Advisors

4600 East-West Highway Suite 900Bethesda, MD, 20814-3423
1800 Diagonal Road Suite 495Alexandria, VA, 22314

info@bbcpa.com
301.272.6000 phone
301.272.6100 fax

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