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BKB Financial Advisors
BKB Financial Advisors, LLC is a California-registered, fee-only investment adviser providing personal financial planning advice on an hourly or retainer...
Overview
BKB Financial Advisors, LLC is a California-registered, fee-only investment adviser providing personal financial planning advice on an hourly or retainer basis. The firm addresses all aspects of financial planning, not just investment management, and helps clients design cost-effective investment portfolios appropriate for their needs without managing assets. Its goal is to increase clients' financial knowledge and help them make better financial decisions.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Barbara Krimsky Binder
Founder and President
Bill
Investment Advisor
Frequently asked questions
What asset classes does BKB Financial Advisors invest in?
The firm maintains a generalist allocation spanning public equities, fixed income, private equity fund commitments, direct co-investments, and real estate. Public filings indicate it has historically accessed venture capital and growth equity strategies through third-party fund managers. The portfolio is designed for multi-decade compounding rather than short-term liquidity.
How does BKB Financial Advisors source its private investments?
Deal flow comes from the founding principal's decades-long network of Wall Street relationships, fund managers, and fellow family offices. The firm does not rely on sell-side auctions or intermediary-led processes. This relationship-based sourcing model allows it to access off-market opportunities that do not appear in typical pitch books.
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