BNB Wealth Management, LLC Email Format

Investment ManagementMaryland, United States2-10 Employees

BNB Wealth Management, LLC is an investment advisory firm based in Silver Spring, Maryland, with origins tracing back to 1952 as Bellamah, Neuhauser & Barrett. It operates as a full service wealth management provider offering portfolio management, retirement and estate planning, asset protection, and charitable giving planning, with retirement accounts including IRAs and 401(k) plans. The firm emphasizes an investor-first approach and positions itself as unbiased, noting that it has no proprietary products to avoid conflicts of interest, and it offers services on a flat-fee basis. Serving individual clients and families in the investment management space, BNB Wealth Management focuses on a broad range of traditional investment opportunities and insurance-like planning to address long-term wealth preservation and orderly retirement planning. The company operates from the Washington D.C. area, highlighting one of the region’s older investment firms within the industry.

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