A complete list of active advisors currently associated with B.E.S.T. Wealth Management LLC

Warmer can help you find a great advisor at B.E.S.T. Wealth Management LLC or one who fits your needs even better.

B.E.S.T. Wealth Management provides investment advisory services to individuals, businesses, and retirement plans, offering written financial plans, ongoing discretionary portfolio management, retirement-plan advisory, and in-house tax preparation across varying levels of complexity. The firm manages roughly $58 million for about 111 clients and delivers plan-level services including participant education and fiduciary support. The firm’s investment approach is explicitly evidence-based, grounded in academic and Nobel Prize-winning research and six stated principles (market efficiency, diversification, risk/return trade-offs, avoidance of emotional decisions, etc.). B.E.S.T. generally employs a passive allocation methodology using ETFs and mutual funds while allowing fundamental analysis and occasional tactical reallocations; engagements begin with a written financial plan that informs the firm’s discretionary implementation and ongoing monitoring. Distinctive features compared with many peers include a written satisfaction policy under which management fees are not assessed until a client indicates satisfaction with the initial written financial plan, and the provision of in-house tax preparation services in addition to advisory work. The adviser also offers both 3(21) fiduciary support and, when agreed, 3(38) discretionary plan investment services, combining retirement-plan fiduciary work and individual wealth management within a two-advisor practice.

To learn more about the advisors currently working at B.E.S.T. Wealth Management LLC, 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.