BBJS Financial Advisors, LLC started in 2001 when Bancroft, Buckley, Johnston & Serres LLP (a CPA firm) recognized the need to further specialize its services by forming a separate company to help high net worth families manage their financial lives. This move has helped both businesses and our clients manage the various components of their financial lives, such as investments and taxes, which often intersect.

BBJS LLP traces its beginnings back to 1954 when the formerly known CPA firm, Justin Martin & Company was founded. The name changed to Martin, Harper & Company in 1968 and to Harper, Bancroft & Angel in 1976. It underwent its last name change in 2001 to Bancroft, Buckley, Johnston & Serres LLP.

BBJS Financial Advisors, LLC recognizes, first and foremost, that every investor's situation is unique. The way to determine the differences is to listen to our clients. We must first analyze what resources they have and then focus on what they will need in order to reach their financial goals. Once that is established, we can start to evaluate the level of risk a client is comfortable with in order to achieve their goals.

Bill started practicing in the field of financial services in 1997 and public accounting in 1994. He is licensed as both a Certified Financial Planner (CFP‘Œ) and Certified Public Accountant (CPA). He is the owner of BBJS Financial Advisors, LLC. As a CFP‘Œ, he advises clients regarding their financial planning needs and how to structure their personal finances to meet their goals. As a CPA and part owner of Bancroft, Buckley, Johnston & Serres LLP, Bill has a strong background in taxation. He is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants, and Washington Society of Certified Public Accountants.

Within BBJS Financial Advisors, LLC, Bill works with financial planning and asset management clients who look to BBJS for their comprehensive planning needs. Bill's CPA practice is predominantly made up of privately owned businesses in the timber and real estate industries, whose annual revenues range in size from $100 thousand to $100 million.