We help individuals and businesses make confident decisions with clear, personalized financial planning and investment management.
Years of Experience
At BBEPC, independence is more than a structure—it’s our mindset. We work closely with clients to design thoughtful financial plans, manage investments with purpose, and provide ongoing advice through life’s changes. Our small, agile team means you get direct, consistent support from advisors who truly know you.
"BBEPC has been our trusted financial partner for years. Their proactive advice and genuine care have made all the difference."
Client since 2012
A simple, transparent process designed to give you clarity and confidence.
We start with a conversation to understand your goals, priorities, and where you stand today.
We build a personalized financial roadmap that aligns your resources with your vision for the future.
Our team puts your plan into action—strategically managing investments and coordinating the details.
We stay with you for the long term, adapting your plan as life and markets evolve.
With 30 years of service in the greater Richmond area, our experienced attorneys provide personalized guidance in estate planning, tax planning, business formation, and guardianships. We take the time to understand your unique situation and determine whether we're the right fit for you.
Trusted advisors helping clients throughout Chesterfield County and the greater Richmond area plan for their future with confidence.
From estate planning and tax strategy to business startups and guardianships, we provide comprehensive counsel tailored to your needs.