J.L. Bainbridge

Where we’ve been. Where we are. Where we’re going.

What started JL Bainbridge, what has shaped us along the way, and what’s ahead? In this video, we take a look at our firm’s past, present, and future- and the values that continue to guide how we serve our clients.

Watch the video to learn more about the JL Bainbridge story:
https://jlbainbridge.com/insights/jl-bainbridge-jlb-past-present-and-future/

Life doesn’t always follow the plan. Your financial plan shouldn’t either.

Marriage, a new career, a growing family, retirement, or other major life changes can shift your financial priorities. A plan that evolves with you can help keep your goals, and your finances, moving in the right direction.

Is your financial plan keeping up with your life? Read our latest insights: https://jlbainbridge.com/insights/when-life-changes-so-should-your-financial-plan/

Confused by terms like diversification, volatility, or asset allocation? You're not alone.

We've simplified 10 common investing terms to help you feel more confident when considering your financial future.

Read the guide: https://jlbainbridge.com/insights/investing-101-a-no-jargon-guide-to-growing-your-wealth/

Meet the Team: Ryan Thompson, CPA

Ryan Thompson, CPA, serves as Vice President and Family Wealth Advisor at JL Bainbridge, helping individuals and families navigate investment management, financial planning, and tax-smart strategies with confidence.

His thoughtful, client-first approach reflects our commitment to delivering personalized guidance every step of the way.

Learn more about Ryan here: https://jlbainbridge.com/our-team/ryan-thompson/

Choosing a financial advisor isn't always just about finding the lowest fee- it's about finding the right partner. Look beyond the cost to the experience, resources, and personalized guidance that can help connect the dots for you and your family's financial future.

Learn more: https://jlbainbridge.com/investing/

JL Bainbridge was honored to be part of the Syrian Lebanese American Club Conference in Orlando, with Joel Oldham and Dan Greenwald representing our team.

We're grateful for the opportunity to speak, connect with attendees, and contribute to such a meaningful event.

Thank you to the Syrian Lebanese American Club for your exceptional hospitality and for bringing together such a vibrant and engaged community. https://jlbainbridge.com/

What gives you confidence in your investment strategy? A disciplined process can help. Our philosophy is rooted in identifying resilient, growth-oriented companies through in-depth research, collaborative analysis, and a long-term perspective that aims to navigate changing markets.

Learn more about our investment philosophy: https://jlbainbridge.com/investing/

Major life changes- like marriage, a new baby, changing jobs, or retirement- can have a big impact on your financial plan. Our latest FAQ highlights key considerations to help you stay on track through life's transitions.

Read more: https://jlbainbridge.com/insights/jl-bainbridge-faqs-major-life-changes/

We're proud to share that JL Bainbridge has been ranked #309 in the Financial Advisor 2026 RIA Survey & Ranking. This annual ranking recognizes independent registered investment advisory firms based on assets under management (AUM), highlighting firms that have demonstrated growth and a commitment to serving clients.

This recognition reflects the trust our clients place in us, the dedication of our team, and our ongoing commitment to providing personalized financial guidance. Thank you to our clients and colleagues for being part of this achievement. https://jlbainbridge.com/



Disclosure- Ranked #309 (of firms with $1B+ AUM) in Financial Advisor magazine's 2026 RIA Ranking, published July 2026, based on year-end 2025 AUM (~$1.37B) as reported to FA magazine. No compensation was provided or received in connection with this ranking. Ranking reflects AUM only, not performance or client experience, and does not guarantee future results.

Joel Oldham and Dan Greenwald were delighted to represent JL Bainbridge at the Syrian Lebanese American Club Conference in Orlando.

It was an honor to be invited to speak and connect with so many wonderful people. We truly appreciate the opportunity to share our perspective and be part of such a meaningful event.

Thank you to the Syrian Lebanese American Club for your warm hospitality and for bringing together such an engaged and welcoming community. https://jlbainbridge.com/