Financial Services | B1 Financial

What We Do

At B1 Financial, we’re not just advisors; we’re advocates dedicated to empowering you, one financial plan at a time. With decades of experience, our team of dedicated financial advisors provides personalized and comprehensive financial advice to individuals, families, and businesses nationwide. Our goal is to develop customized strategies that align with your unique goals and priorities, helping you navigate complex financial situations with ease.

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Transform Your Wealth

Are you ready to see what your financial future could look like? At B1 Financial, we invite you to share your current investment portfolio with us. Our team of experts will review your assets and provide a detailed analysis of potential strategies tailored to enhance your investment outcomes. We're here to help you understand your options and make informed decisions that align with your financial goals.

Send us your portfolio today—let’s explore the possibilities together!

Send Over Your Portfolio for a Free Evaluation

Take Charge of Your 401(k)

Stay on top of your financial requirements while steering clear of costly rollover blunders. Our comprehensive guide is designed to assist you in potentially saving thousands on taxes and fees, providing insights on expediting retirement planning, and highlighting key errors to be mindful of.

Download 401(k) Guide

Our Investment Philosophy

We have written a compelling investment strategy for total return in today's market and the rest of your life.

Download Power|One Guide

A Family of Financial Firms

B1 Financial is part of a family of firms designed to support individuals, families, and businesses as their financial needs evolve. Each entity plays a distinct role, while working together to provide continuity, clarity, and long-term alignment.

B1 Financial

Comprehensive wealth planning and financial guidance built around long-term goals.

Mastermind Family Office

Family office services for complex, multi-generational wealth and private advisory needs.

Mastermind Debt Fund

A structured investment vehicle designed to support aligned opportunities across the broader platform.

Constructing a life strategy that keeps you in control is our goal.

News, Events, and Blogs

Small Businesses: Rethink the Complexity of 401(k)s

Small Businesses: Rethink the Complexity of 401(k)s

Fall Into Smarter Tax Planning With Tax Loss Harvesting

Fall Into Smarter Tax Planning With Tax Loss Harvesting

Turkey Talk: Key Financial Topics Advisors Face

Turkey Talk: Key Financial Topics Advisors Face

Turkey Talk: Top Money Topics Advisors Hear

Turkey Talk: Top Money Topics Advisors Hear

What to Know: Small Businesses and 401(k)s

What to Know: Small Businesses and 401(k)s

Avoid Costly Year-End Tax Surprises

Avoid Costly Year-End Tax Surprises

Empower Young Adults This National Financial Planning Month

Empower Young Adults This National Financial Planning Month

National Financial Planning: Tactics for HNW Individuals

National Financial Planning: Tactics for HNW Individuals

Don’t Get Spooked by Financial Market Myths

Don’t Get Spooked by Financial Market Myths

National Work and Family Month: Supporting the Sandwich Generation

National Work and Family Month: Supporting the Sandwich Generation

Don’t Get Spooked By Market Myths

Don’t Get Spooked By Market Myths

Empower Next-Gen with Smart Financial Planning in October

Empower Next-Gen with Smart Financial Planning in October

National Financial Planning Month for the Wealthy

National Financial Planning Month for the Wealthy

Cybersecurity Responsibilities: Employers vs. Providers

Cybersecurity Responsibilities: Employers vs. Providers

Cybersecurity Awareness Month: Shared Roles & Responsibilities

Cybersecurity Awareness Month: Shared Roles & Responsibilities

Avoid These Expensive Year-End Tax Surprises

Avoid These Expensive Year-End Tax Surprises

Fall Financial Practices for a Strong Year-End

Fall Financial Practices for a Strong Year-End

Planning Ahead: 4 Financial Moves Before Year-End

Planning Ahead: 4 Financial Moves Before Year-End

100 Days Left: Optimize Your 401(k) Strategy This Fall

100 Days Left: Optimize Your 401(k) Strategy This Fall

3 Key Bookkeeping Reports to Review Monthly

3 Key Bookkeeping Reports to Review Monthly

4 Year-End Financial Moves to Boost Your Wealth

4 Year-End Financial Moves to Boost Your Wealth

Key Life Events Affecting Your Tax Filing Status

Key Life Events Affecting Your Tax Filing Status

Self-Funding vs. Level-Funding: Essential Insights for Employers

Self-Funding vs. Level-Funding: Essential Insights for Employers

Understanding Critical Monthly Bookkeeping Reports

Understanding Critical Monthly Bookkeeping Reports

Four 401(k) Tasks to Tackle with 100 Days Left in the Year

Four 401(k) Tasks to Tackle with 100 Days Left in the Year

Exploring Key Investment Vehicles for Confident Choices

Exploring Key Investment Vehicles for Confident Choices

Underutilized Wellness Benefits During National Wellness Month

Underutilized Wellness Benefits During National Wellness Month

Hardship Withdrawals: Essential Insights for Employers

Hardship Withdrawals: Essential Insights for Employers

Tariff Changes: What the August 7 Updates Mean for You

Tariff Changes: What the August 7 Updates Mean for You

Mid-Year Tax Strategies to Maximize Savings

Mid-Year Tax Strategies to Maximize Savings

Back-to-School: Boosting Financial Wellness with 401(k)s

Back-to-School: Boosting Financial Wellness with 401(k)s

July 2025: Navigating Financial Markets and Legislative Shifts

July 2025: Navigating Financial Markets and Legislative Shifts

5 Essential Economic Terms: A Quick Guide

5 Essential Economic Terms: A Quick Guide

Tax-Deductible Summer Team-Building Activities for Businesses

Tax-Deductible Summer Team-Building Activities for Businesses

FAFSA Deadline Alert: Secure Your Financial Aid Now

FAFSA Deadline Alert: Secure Your Financial Aid Now

Post-Tax Filing Steps for a Hassle-Free Experience

Post-Tax Filing Steps for a Hassle-Free Experience

Essential Tips for Commercial Hurricane Season Prep

Essential Tips for Commercial Hurricane Season Prep

Celebrating Employee Benefits: A Key to Success

Celebrating Employee Benefits: A Key to Success

Key Financial Terms for Financial Literacy Month

Key Financial Terms for Financial Literacy Month

Maximize Your Tax Benefits with IRAs and HSAs

Maximize Your Tax Benefits with IRAs and HSAs

IRS vs. Accountants: Who to Call for Tax Help

IRS vs. Accountants: Who to Call for Tax Help

Tax Benefits of Home Ownership: Maximizing Your Savings

Tax Benefits of Home Ownership: Maximizing Your Savings

Understanding the Social Security Fairness Act: Key Changes for Retirees

Understanding the Social Security Fairness Act: Key Changes for Retirees

Unlock Tax Benefits of Homeownership Today

Unlock Tax Benefits of Homeownership Today

Maximize Your Open House Visits: Top Dos and Don’ts

Maximize Your Open House Visits: Top Dos and Don’ts

Tax Implications and Benefits of Homeownership

Tax Implications and Benefits of Homeownership

What to Know About the Social Security Fairness Act

What to Know About the Social Security Fairness Act

January 2025: Financial Markets and Economy Overview

January 2025: Financial Markets and Economy Overview

Navigate Financial Wellness Month in 2025

Navigate Financial Wellness Month in 2025

Decoding Roth vs. Traditional IRAs for Retirement

Decoding Roth vs. Traditional IRAs for Retirement

Practical Tips to Steer Clear of Small Business Audits

Practical Tips to Steer Clear of Small Business Audits

Preparing for a Rainy Day with Emergency Funds

Preparing for a Rainy Day with Emergency Funds

Alternatives to Tapping Your Retirement Savings for Debt Relief

Alternatives to Tapping Your Retirement Savings for Debt Relief

IRS vs. Accountants: Who to Call

IRS vs. Accountants: Who to Call

10 Payroll Terms Every Business Owner Should Know

10 Payroll Terms Every Business Owner Should Know

10 Essential EOY Questions for Business Owners

10 Essential EOY Questions for Business Owners

The Growing Importance of Family-Friendly Benefits at Work

The Growing Importance of Family-Friendly Benefits at Work

Choosing Between Roth IRA and Traditional IRA: A Comprehensive Guide

Choosing Between Roth IRA and Traditional IRA: A Comprehensive Guide

The Importance of Family-Friendly Benefits in the Workplace

The Importance of Family-Friendly Benefits in the Workplace

Balancing Employee Benefits: A Strategic Guide

Balancing Employee Benefits: A Strategic Guide

Thanksgiving's Financial Impact on the Economy

Thanksgiving's Financial Impact on the Economy

What Employers Should Know About 401(k) Vesting Schedules

What Employers Should Know About 401(k) Vesting Schedules

Why Using Retirement Funds Now Could Hurt You Later

Why Using Retirement Funds Now Could Hurt You Later

Wealth Management Meets the High-Net-Worth Lifestyle

Wealth Management Meets the High-Net-Worth Lifestyle

Investing 101: Taking Your First Steps Towards Financial Independence

Investing 101: Taking Your First Steps Towards Financial Independence

Is $1 Million Enough for Retirement in Today's World?

Is $1 Million Enough for Retirement in Today's World?

Understanding U.S. Election Impact on Financial Markets: Insights from 2020 and Beyond

Understanding U.S. Election Impact on Financial Markets: Insights from 2020 and Beyond

IRS Offers Tax Relief for Hurricane Helene Victims

IRS Offers Tax Relief for Hurricane Helene Victims

May Market Analysis

May Market Analysis

Demystifying Cryptocurrency: Understanding the Basics and Beyond

Demystifying Cryptocurrency: Understanding the Basics and Beyond

Maximizing Your 401(k): Strategic Tips for Optimal Retirement Savings

Maximizing Your 401(k): Strategic Tips for Optimal Retirement Savings

April Market Analysis

April Market Analysis

March Market Analysis

March Market Analysis

Cloudy Rate Outlook Invites Volatility FEB 27 2024

Cloudy Rate Outlook Invites Volatility FEB 27 2024

Gen Z, Millennial Couples Prefer Financial Autonomy

Gen Z, Millennial Couples Prefer Financial Autonomy

February Market Analysis

February Market Analysis

January Market Update

January Market Update

December Market Update

December Market Update

View more

We are here for you.

Empowering clients one financial plan at a time. Managing your wealth with utmost care & expertise.

Call: 888-237-9971

Schedule a Consultation

Client Resources

Interactive Brokers

Office: 954-736-4699

Toll-Free: 888-237-9971

Fax: 954-237-9971

stuart.brisgel@b1.financial

19505 Biscayne Blvd

Suite 2350

Aventura, FL 33180

Check the background of your financial professional on FINRA's BrokerCheck.

B One Management LLC DBA B1 Financial is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This is not an order entry system; please do not convey securities orders via e-mail, as B1 Financial cannot be responsible for their timely handling. B1 Financial and affiliates reserve the right to monitor all e-mail communications and cannot guarantee the confidentiality of any transmission. The information contained in this transmission is intended solely for the individual or entity to which it is addressed and may contain sensitive material. Any review, storage, re-transmission of, or taking action in reliance upon, this information by persons other than the intended recipient is prohibited. If you have received this email in error please notify the sender and delete the original. This message is not a solicitation of any transaction.

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