A complete list of active advisors currently associated with B1 Financial

Warmer can help you find a great advisor at B1 Financial or one who fits your needs even better.

B1 Financial works with individual clients including high-net-worth households as well as corporate and employee benefit plan clients, offering financial planning, discretionary portfolio management, and ERISA fiduciary services. The firm provides written financial plans and ongoing consulting in addition to managing customized investment portfolios. The firm constructs portfolios using a blend of asset allocation, fundamental and technical analysis and manages accounts on a discretionary basis, monitoring holdings and meeting with clients periodically. Its investment program uses a broad set of instruments — including ETFs, mutual funds, options, structured products, alternative investments and margin strategies — and the firm conducts quarterly reviews with more frequent attention as conditions change. Noteworthy features for a firm of this size include its explicit ERISA 3(21) and 3(38) fiduciary offerings and an unusual disclosure around performance-based fees: the brochure both states it does not charge performance-based fees (Item 6) and later asserts it receives them (Item 19), a point that may warrant clarification. The owner also operates a separate tax advisory business and some representatives sell insurance for commissions, and the firm permits fee deductions via custodians while declining to vote client proxies.

To learn more about the advisors currently working at B1 Financial, 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.

You can also browse B1 Financial's office locations.