In 2005, we established Belleair Asset Management, Inc. as an independent investment advisory firm, named after the community we call home. While Dad passed away in 2012, we think he’d be pleased with the directions we continue to take with our firm and our clients. His straightforward values remain ingrained in the fee-only, fiduciary relationship we now build with each and every client.
In 2017 we reestablished Belleair Asset Management, LLC, and in 2018 we further strengthened our core services and proficiencies by affiliating with Buckingham Strategic Partners (formerly BAM Alliance). In so doing, we joined a family of independent advisory firms who, like us, believe that doing what’s best and doing what’s right by our clients should be one and the same.
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