About Us
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B&B Wealth Advisors, LLC was founded in 2025 by John Burnett and Rebecca Beatty in an effort to deliver the best possible service to our clients and ensure that their needs and financial goals were always given the appropriate level of consideration. Our company is new, but our experience is not. With over twenty years between us in the financial industry, we have accumulated a vast array of skills to help our clients reach their financial goals.
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Our Vision
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We plan. You prosper.
It’s as simple as that.
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Our Method
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Whether you are a federal employee or work in the private sector, we take a holistic approach to financial advice. Each client has a variety of pieces that fit into the overall picture of their financial health. Some are well understood by all the parties involved. Some are not. We do an in-depth analysis of all the pieces in order fully understand the client’s situation on both the macro and micro levels to deliver the best possible advice.
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Once a plan has been developed and agreed upon, our team utilizes our platforms, experience and all appropriate licensing to execute each step and ensure all the moving parts come together.