A complete list of active advisors currently associated with B&E Investment Advisers, Inc.

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B&E Investment Advisers provides asset management, financial planning, and pension consulting to retirement plans, small businesses, charitable organizations, foundations, corporations, municipalities, and other institutional clients. The firm reports managing substantial third‑party managed assets and servicing 39 retirement plans (approximately $100,387,600 in plan assets as of 12/31/2025) as well as client accounts on third‑party platforms (approximately $325,384,200 on TPMM platforms as of 12/31/2025). The firm’s advisory work is delivered primarily on a non‑discretionary basis and often through third‑party money managers, with Valmark Advisers’ TOPS and ACCESS programs named as primary platforms. B&E combines targeted asset‑allocation models, fundamental analysis and Modern Portfolio Theory inputs, periodic rebalancing per Investment Policy Statements, and coordinated financial planning support with clients’ tax and estate advisors. What distinguishes B&E from many peers is the depth of its industry affiliations and institutional emphasis: the firm has a material relationship with Valmark (Valmark Advisers and Valmark Securities) and discloses associated registered‑representative activity and program marketing allowances, and it operates affiliated entities that provide pension consulting and insurance distribution. The firm’s disclosure of sizable TPMM assets, a dedicated pension consulting practice, and affiliated insurance agency activity — together with the reported composition of plan and institutional business — indicates a practice more concentrated in sponsored platforms and plan consulting than in retail individual or high‑net‑worth advisory business.

To learn more about the advisors currently working at B&E Investment Advisers, 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.