A complete list of active advisors currently associated with B&E Financial Services

Warmer can help you find a great advisor at B&E Financial Services or one who fits your needs even better.

B&E Financial Services is a registered, fee-only investment adviser formed in 2025 that provides discretionary investment management and both project-based and ongoing financial planning services. The firm advises on stocks, bonds, mutual funds, ETFs, and cash equivalents and prepares written financial plans for clients who engage its planning services. The firm’s investment approach emphasizes asset allocation and principles of modern portfolio theory, with implementation that often relies on passive funds and ETFs and periodic rebalancing; it typically manages accounts on a discretionary basis and conducts regular (quarterly) account reviews. B&E Financial recommends and works through institutional custodial platforms for trade execution and reporting while relying on third-party custodians to deliver account statements and confirmations. What distinguishes this firm from many peers is its use of hourly, project-based billing for limited-scope planning engagements and the practice of deriving ongoing planning fees from an hourly rate—an arrangement that is relatively uncommon among investment-manager firms that more often rely solely on asset-based fees. The firm is small and newly established, operating with a single advisory principal and modest assets under management, and it operates without accepting commissions or participating in wrap fee programs.

To learn more about the advisors currently working at B&E Financial Services, 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.