JL Bainbridge is a Sarasota-based family wealth management and investment planning firm, in business since 1981.
About JL Bainbridge
We are a fee-only investment advisory, money management, and financial planning firm that does not require a specific minimum investment. We serve clients and their families worldwide.
Investing
- Portfolio Management
- IRA Strategies
- Charitable Giving
- 401(k) Strategies
Planning
- Financial Planning
- Retiremement Planning
- Estate Planning
- Tax Strategies
- Trusts
- 529 Education Plans
Please call us to schedule your complimentary financial planning and portfolio review at 941.365.3435. Or simply stop by our office at 1582 Main Street — the brick building near the corner of Orange and Main.
Learn even more at jlbainbridge.com.