A complete list of active advisors currently associated with B.A. Roberts Financial Services, Inc.
Warmer can help you find a great advisor at B.A. Roberts Financial Services, Inc. or one who fits your needs even better.
Roberts Financial provides investment advisory, financial planning, retirement plan advisory and consulting services to high‑net‑worth and individual clients, families, trusts, estates, businesses and retirement plans, and also offers consulting services to brokerage customers under written agreements. The firm reports approximately $373.9 million in assets under management across discretionary and non‑discretionary accounts and delivers ongoing portfolio supervision and periodic client reporting. Operating under a fiduciary standard, the firm employs primarily fundamental analysis with a generally long‑term orientation while retaining the flexibility to trade more actively when client objectives or market conditions warrant. Portfolios are built from mutual funds, ETFs, individual equities and fixed income, and may be managed internally or implemented through unaffiliated independent managers and an institutional custody and platform relationship to support execution and operations. What is distinctive is the firm’s high client load relative to its advisor count—well over 400 clients per advisor—combined with a substantial AUM, which suggests a service model that relies on standardized processes, platform efficiencies, and delegation to independent managers to scale coverage. The firm’s offerings also include retirement‑plan fiduciary support (ERISA 3(21) monitoring, IPS design, participant education) and formal consulting relationships with brokerage customers, broadening its mix beyond typical individual wealth management.
To learn more about the advisors currently working at B.A. Roberts Financial Services, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Marquette, MI
| 3
| |
Marquette, MI
| 32
| |
Marquette, MI
| 2
|
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