J.L. Bainbridge

10/15/2026

Do you need a trust if you already have a will? The answer may surprise you.

While wills and trusts serve different purposes, they can work together to help protect your loved ones, manage your assets, and preserve your legacy.

Ready to revisit your estate plan? Explore the latest JL Bainbridge insight and start the conversation today: https://jlbainbridge.com/insights/do-i-need-a-will-or-a-trust-the-answer-might-surprise-you/

Do I need a will or a trust? Learn the key differences, how trusts can support estate planning, and how JL Bainbridge helps families manage their wealth.

10/13/2026

Have you considered how Medicare costs could impact your retirement plan?

Healthcare expenses are an important part of your financial future. At JL Bainbridge, we believe thoughtful Medicare planning can help you make informed decisions and prepare for the years ahead.

Read our latest insight: https://jlbainbridge.com/insights/medicare-planning-is-part-of-your-financial-plan-too/

10/08/2026

What if your financial plan was built around what matters most to you?

Discover the yourFuture Planning Process from JL Bainbridge- a thoughtful approach to aligning your financial strategy with your goals.

Watch the video to learn more: https://jlbainbridge.com/insights/yourfuture-planning-process/

Explore the YourFuture planning process. Learn how a structured approach can help organize financial decisions, goals, and long-term planning steps.

10/06/2026

Do you know what standard your financial advisor is held to?

In an age of AI and automated investing, We believe personalized guidance from a fiduciary remains valuable. At JL Bainbridge, fiduciary responsibility has been central to our approach for over 40 years.

Read our latest insights on why fiduciary still matters: https://jlbainbridge.com/insights/fiduciary-why-it-still-matters-more-than-ever/

10/01/2026

15 years and counting!

We’re proud to congratulate John B. Leeming, CFP®, President and CCO of JL Bainbridge, on being recognized as a Five Star Wealth Manager for the 15th year.

The Five Star Wealth Manager award recognizes professionals who satisfy 10 objective eligibility and evaluation criteria, including client retention and assets under management, along with a regulatory and complaint review.

John has been part of JL Bainbridge since 2003, and his commitment to our clients, our team, and the Sarasota community continues to be an important part of who we are.

Congratulations, John! After 15 years, we think you’re officially allowed to brag about this recognition! https://jlbainbridge.com/our-team/john-b-leeming/



Disclosure: The Five-Star Wealth Manager award is issued by Five Star Professional (FSP), an independent research firm not affiliated with JL Bainbridge. Candidates are evaluated on objective criteria- regulatory and complaint history, client retention, firm review, and peer/leadership review- based on a self-completed questionnaire; no client survey was used. This rating covers the period 02/18/2026–07/31/2026 and was issued 09/01/2026. It is a point-in-time assessment, not an evaluation of ongoing services or investment advice quality, is not indicative of future performance, and does not represent any one client's experience. Award recipients paid FSP a fee for use of marketing materials; no fee was paid for consideration or selection.

09/29/2026

Ready to make the most of a business sale, liquidity event, or unexpected windfall? Let’s connect.

At JL Bainbridge, we aim to help you slow down, evaluate your options, consider tax impacts, and make strategic investment decisions- because thoughtful planning can help reduce the decisions you may regret.

Start the conversation: https://jlbainbridge.com/contact/

09/24/2026

What if wealth meant more than just your finances?

At JL Bainbridge, we believe true wealth also includes your health, well-being, and quality of life. Thoughtful planning can help you protect your financial future while making the most of today.

Discover a more holistic approach to wealth: https://jlbainbridge.com/insights/when-health-is-wealth-why-more-clients-are-investing-in-their-wellness/

09/22/2026

Meet the Team: Yocasta Bauer

Yocasta Bauer, JL Bainbridge’s Office Manager and a key member of our Client Services team, helps create a welcoming, organized experience for our clients and colleagues. From client onboarding to day-to-day service and internal coordination, Yocasta brings a thoughtful, people-first approach to everything she does.

Get to know Yocasta: https://jlbainbridge.com/our-team/yocasta-bauer/

09/17/2026

When it comes to your money, whose interests come first?

That’s the heart of the fiduciary standard- putting clients’ interests first through care, loyalty, and transparency.

Learn why fiduciary advice matters more than ever: https://jlbainbridge.com/insights/fiduciary-why-it-still-matters-more-than-ever/

09/15/2026

Big life change? It may be time for a financial check-in.

When life changes, your financial priorities can change too. Whether you're welcoming a new family member, changing careers, approaching retirement, or navigating another major transition, revisiting your financial plan can help you stay on course.

See what to consider when life takes an unexpected turn: https://jlbainbridge.com/insights/when-life-changes-so-should-your-financial-plan/