VerifiedInvestment Management· Founded 1997

Bnb Wealth Management, Llc

Established in 1952, Bellamah, Neuhauser & Barrett, now BNB Wealth Management, has maintained the same investment principles upon which it was founded. BNB Wealth Management is a full service investment advisory firm. As one of the oldest investment firms in the Washington D.C. area, BNB Wealth Management's investment philosophy is and always has been,"Investor First". BNB Wealth Management, LLC provides comprehensive wealth management services on a flat fee basis. Unlike many other investment advisory firms, BNB Wealth Management, LLC has no proprietary products and therefore can provide unbiased advice with no conflict of interest. These are the hallmarks of our Investor First philosophy. Investment Opportunities: Tax-Free Municipal Bonds Common and preferred stocks on all US based exchanges and some foreign exchanges Mutual Funds Unit Investment Trusts Stock Options US Treasury Bills, Notes and Bonds Corporate Bonds Certificates of Deposit Mortgage-Backed Bonds Secondary Offerings Our Services: Portfolio Management Retirement Planning Estate Planning Asset Protection Planning Charitable Giving Planning Retirement Accounts: IRA, SEP IRA, Simple IRA, 401k, 403B, Pension, Single 401k

7-day free trial · no credit card

HeadquartersSilver Spring, United StatesEmployees5(1 to 10)Annual revenue$1M to <$10MFounded year1997Websitebnbinc.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

5

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 6 verified contacts at Bnb Wealth Management, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

6 contacts with verified email or phone · masked until revealed.

Sign up free →

Showing 2 of 6 verified contacts

Top roles at Bnb Wealth Management, Llc

6 distinct titles indexed · top 6 shown.

  • 1401k specialist
  • 1multi-asset investment analyst
  • 1president and ceo
  • 1product manager
  • 1rregistered investment advisor
  • 1sales consultant

Sign up to unlock all 6 contacts at Bnb Wealth Management, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 6 verified contacts at Bnb Wealth Management, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Bnb Wealth Management, Llc | Kipplo Discover