Built for Business Owners. Run by One.
1BZ, LLC was founded with a single conviction: small business owners deserve the same quality of financial advice that large corporations receive — delivered with personal attention and genuine care.
Why We Started 1BZ, LLC
1BZ, LLC was born out of a frustration that many business owners know well: financial advice that's generic, product-driven, and disconnected from the real challenges of running a business.
We started this firm to be different. As an independent advisory firm based in Orange Park, FL, we answer to our clients — not to a bank, a brokerage, or a quota. Every recommendation we make is driven by one question: is this the best decision for this client?
Today, we serve entrepreneurs and small business owners across Northeast Florida, helping them build wealth, protect their families, and plan for a future that reflects everything they've worked for.
"To empower small business owners with the financial clarity, strategy, and confidence they need to build lasting wealth — on their terms."
Independence
We are not affiliated with any bank, brokerage, or insurance company. Our advice is unbiased and always in your best interest.
Transparency
No hidden fees, no confusing jargon. We explain everything clearly so you always know exactly where you stand.
Partnership
We're not a one-time transaction. We build long-term relationships with our clients and grow alongside their businesses.
Accountability
We hold ourselves to the highest standards of fiduciary responsibility. Your interests come first — always.
Financial Planning That Starts With Listening
Discovery
We start by listening. We want to understand your business, your family, your goals, and your concerns before we make a single recommendation.
Analysis
We conduct a thorough review of your current financial picture — assets, liabilities, insurance, taxes, investments, and estate — to identify gaps and opportunities.
Strategy
We build a comprehensive, personalized financial plan that coordinates all aspects of your financial life into a single, coherent strategy.
Implementation
We help you execute the plan — coordinating with your CPA, attorney, and other advisors to ensure everything is implemented correctly and efficiently.
Ongoing Review
Your life and business will change. We meet with you regularly to review your plan, track progress, and adjust your strategy as needed.
Proud to Serve Orange Park and Northeast Florida
We're not a national call center or an online-only platform. We're your neighbors — a locally-owned firm based in Orange Park, FL, committed to the community we call home. When you work with 1BZ, LLC, you get a real advisor who knows your name, understands your market, and is always just a phone call away.