Our Latest

The markets were tough last year.  Read More…

Setting Every Community Up for Retirement Enhancement

Read more here…

Medicare has made changes that retiree need to know.  Read more about Medicare’s new program – post Inflation Reduction Act 

What is a stress test?  Why is it important?

BBK Wealth provides every client with a stress tested portfolio.  We enhance traditional portfolio management with a deeper focus on risk.  Why wait?  We can provide a stress test at no cost.  Please allow us the chance to show you why we are making it easier than ever to manage and understand your investments.

BBK is an independent wealth management company.  We pride ourselves on providing more than financial planning.  Learn more about how on our FAQs page – learn more about why by visiting our bios

Tyler E Smith

Brandon Gregg

Cody Lachner

In the News & Updates

Financial Planning

Safe to Fail

My most valuable lessons
Financial Planning

How we should treat each other

A heavy story about how we treat people
Financial Planning

Recency Bias

The problem with recency bias, and how to fix it



Indiana 529 Changes

Indiana 529 Changes
Financial Planning

Secure Act Update

SECURE Act 2.0 changes

Year End Tax Opportunities

You have until December 31st!