Welcome to BNB Wealth Management, LLC
Trusted D.C. Financial Advisor Since 1952
Established in 1952 as Bellamah, Neuhauser & Barrett, BNB Wealth Management has become a proven investment advisor, while maintaining the same investment principles upon which it was founded. At BNB Wealth Management, our investment philosophy has always been based on the Investor First mentality.
BNB Wealth Management, LLC is a full service investment advisory firm, providing comprehensive wealth management services on a flat fee basis. Unlike many other investment advisory firms, BNB Wealth Management has no proprietary products, which allows us to provide unbiased advice. These are the hallmarks of our Investor First philosophy.
- Fee based Portfolio Management
- Financial Planning
- Insurance: Life, Long Term Care, Universal Whole Life
- Estate Planning and asset retitlement services
- IRA and 401k Rollovers
- Thrift Savings Plan Rollovers
- Asset Protection Planning
- Charitable Giving & Legacy Planning
- Mutual funds,
- Closed end funds,
- Exchange traded funds,
- Limited Partnerships
- Stock Options
- Tax Free Bond
- Corporate Bond
- US Treasure Bill, Notes and Bonds.
- Certificates of Deposit
Financial Planning You Can Rely On
BNB Wealth Management has been providing sound investment advice for over sixty years. Find out which of our services is right for you, and learn why we are Washington D.C.’s favorite wealth management firms. If you would like to learn more about our services, please contact us, and our team will be happy to answer any questions you may have. Remember, It’s Your Future. We Can Help.