A complete list of active advisors currently associated with Applewhite & Buys Financial Advisors

Warmer can help you find a great advisor at Applewhite & Buys Financial Advisors or one who fits your needs even better.

Applewhite & Buys Financial Advisors serves individual and high‑net‑worth clients as well as businesses and retirement plan sponsors, with a stated emphasis on healthcare, legal, education and small business professionals. The firm offers comprehensive financial planning, ongoing portfolio management, retirement plan consulting and related services, and it also provides accounting and tax services under separate engagement agreements. The firm’s investment approach blends fundamental and technical analysis within a Core + Satellite framework, using indexed core holdings alongside actively managed satellite positions and tailored investment policy statements; portfolios are typically managed on a discretionary basis when appropriate. Financial planning engagements commonly begin with a structured initial meeting and include options for ongoing monitoring, annual reviews, and targeted programs such as a Young Professional offering. What is distinctive about the firm is its dual role as both an SEC‑registered advisory practice and an accounting practice, with partners who are CPAs and who may maintain separate accounting relationships with some clients — a relationship the firm discloses and manages. The firm also offers periodic educational workshops and provides ERISA §3(38) retirement plan fiduciary and participant education services, features that are less common among peers of its size.

To learn more about the advisors currently working at Applewhite & Buys Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.