JL Bainbridge

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.