Financial Clarity for Business Owners Who Mean Business
1BZ, LLC is an independent financial advisory firm in Orange Park, FL — helping entrepreneurs build wealth, protect assets, and plan for the future with confidence.
Comprehensive Financial Services
From day-to-day financial planning to long-term wealth strategy, we offer a full suite of services tailored to the needs of business owners and entrepreneurs.
Wealth Management
Holistic strategies to grow, protect, and transfer your wealth across every stage of your business journey.
Estate Planning
Ensure your assets are distributed according to your wishes with comprehensive estate and legacy planning.
Insurance
Protect your business and family with the right coverage — life, disability, liability, and key-person insurance.
Business Financial Planning
Strategic financial planning aligned with your business goals, cash flow, and growth trajectory.
401(k) Planning
Design and optimize retirement plans for yourself and your employees to maximize tax advantages.
Personal Finance
Budgeting, debt management, and savings strategies that keep your personal finances in peak condition.
Retirement Planning
Build a clear roadmap to the retirement you've worked for — on your timeline, on your terms.
Investment Management
Disciplined, goal-driven investment strategies designed to grow your portfolio while managing risk.
Tax Strategy
Proactive tax planning that minimizes your liability and keeps more of your hard-earned money working for you.
Trusted by Business Owners Across Northeast Florida
Locally owned, independently operated, and fully committed to your financial success.
Years of Experience
Clients Served
Service Areas
Independent & Local
An Advisor Who Works for You — Not a Commission
We built 1BZ, LLC on a simple belief: business owners deserve financial advice that's honest, personalized, and built around their goals — not a product quota.
Independent Advice
We're not tied to any bank, brokerage, or insurance company. Our recommendations are based solely on what's best for you.
Personalized Strategy
No cookie-cutter plans. Every client gets a custom financial strategy built around their unique business, family, and goals.
Local Expertise
Based in Orange Park, FL, we understand the local business landscape and the specific challenges facing Northeast Florida entrepreneurs.
Full-Service Approach
From tax strategy to estate planning, we handle every dimension of your financial life under one roof — so nothing falls through the cracks.
What Our Clients Say
1BZ completely changed how I think about my business finances. They helped me set up a retirement plan I never thought I could afford, and now I'm on track to retire at 58.
J. Martinez
Business Owner, Orange Park
I came in with a mess of accounts, no estate plan, and zero tax strategy. Within six months, 1BZ had everything organized and working together. I sleep better at night.
R. Thompson
Entrepreneur, Jacksonville
What sets them apart is that they actually listen. They took the time to understand my business before making a single recommendation. That kind of care is rare.
M. Patel
Small Business Owner, Fleming Island
Ready to Secure Your Financial Future?
Schedule a free, no-obligation consultation with our team. We'll review your current situation and outline a clear path forward.