Bingham, Osborn & Scarborough, LLC

Bingham, Osborn & Scarborough is a financial advisory firm based in the US, offering tailored services to individuals, families, corporations, and nonprofits, focused on wealth management and comprehensive financial strategies. Founded in 1985 in San Francisco, US, Bingham, Osborn & Scarborough, LLC specializes in financial advisory services. In November 2021, the firm was acquired by Cerity Partners, enhancing its operational expertise. The firm has engaged in one notable deal to date, with the most recent deal occurring in November 2021.

B|O|S Invest, now merged with Cerity Partners, specializes in comprehensive financial advisory services tailored to meet the complex needs of individuals, families, corporations, and nonprofits. Their core offerings include wealth management, investment solutions, estate and gift planning, financial planning, and tax planning, all designed to address the intricate personal and professional financial situations faced by their clients. The firm employs a collaborative approach, leveraging the expertise of its advisors to create actionable planning strategies that guide decision-making and ensure optimal financial outcomes. Their clientele includes high-net-worth individuals seeking personalized financial strategies as well as businesses looking for executive financial counseling and retirement plan consulting.

B|O|S Invest offers its services primarily across the United States, targeting markets in California, Colorado, Florida, Illinois, New York, and Texas, among others. B|O|S Invest generates revenue through a structured client engagement model that encompasses both B2B and B2C transactions. The firm’s revenue streams include fees for services rendered in wealth management and financial planning, typically structured as a percentage of assets under management, as well as hourly consulting fees for specific advisory services. Clients may also engage in partnership arrangements to access tailored financial solutions based on their unique asset profiles.

Revenue is further supplemented by transactional fees associated with investment solutions and estate planning services. The firm’s flagship offerings, which include comprehensive wealth management and bespoke financial planning, play a significant role in driving revenue as they cater to high-net-worth individuals and families, providing them with the necessary tools to achieve their financial aspirations. Following its acquisition by Cerity Partners in November 2021, Bingham, Osborn & Scarborough plans to enhance its expertise and expand its offerings. Future initiatives include the development of new financial products aimed at high-net-worth clientele.

The firm is focused on broadening its market presence particularly in California, Texas, and New York by 2024, utilizing resources from the recent acquisition to support these growth initiatives.