About Us
About Blankinship & Foster
Who We Are
Blankinship & Foster is an independent, fee-only wealth management firm in San Diego. We are fiduciaries, which means we provide personalized advice and planning in your best interest.
Our thoughtful and experienced team of advisors help you make smart financial decisions and plan for a secure future. We’ve been helping clients successfully transition into retirement and navigate life events for over 50 years.
Who We Help
Most of our clients are approaching retirement or already retired. They typically have one to five million dollars or more in investable assets.
What We Do
Our advisors help you integrate your income and retirement planning, tax and estate planning, and a disciplined investment management plan. We use a proven process we call “The B&F Way,” partnering with you every step of the way, so you feel confident about your finances now and in the future.
How We are Unique
We’re more than investment managers. We provide proactive, personalized advice on all aspects of your finances.
We help simplify your finances so you can make important decisions with clarity.
With our “high touch” approach, you work with a team of two credentialed advisors. This ensures we are responsive and knowledgeable about YOU.
We help you navigate complex information. By educating and empowering you, we make managing your finances less intimidating. 
Our Investment Philosophy
You’ve worked hard for your money. You’ve saved and invested. Now your investments need to work for you. Together we will design an investment portfolio that enables you to reach your goals and objectives, so you can be confident through market ups and downs.
We believe investment portfolios should be designed and managed with a prudent and consistent approach that embodies these principles:
- Control risk
- Stay disciplined
- Minimize costs
- Be diligent
Learn more about Investing with Purpose
The B&F Way
Using our proven process, we bring clarity, confidence, and direction, helping you reach your financial goals.
