A complete list of active advisors currently associated with B3 Wealth Strategies

Warmer can help you find a great advisor at B3 Wealth Strategies or one who fits your needs even better.

B3 Wealth Strategies provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, while also advising pension and profit‑sharing plans, trusts, estates and business entities. The firm manages approximately $35.8 million on a discretionary basis for roughly 62 clients and offers continuous asset management, written financial plans (full and modular), and consultations. The firm typically implements customized, long‑term, strategic asset allocation with quarterly reviews and may use discretionary authority or refer portions of accounts to third‑party managers; it also uses LPL Financial’s Strategic Wealth Management (SWM II) platform for custody and model implementation. B3 Wealth Strategies describes its analytical methods as fundamental, technical and cyclical and tailors recommendations to individual client objectives while providing ERISA‑focused retirement plan consulting and participant education. Distinctive features in the brochure include operating as a wrap fee program sponsor and portfolio manager (and offering certain LPL‑sponsored wrap programs), producing impersonal newsletters, and presenting no‑charge educational workshops—services the firm notes are provided free to clients and prospects. The brochure also discloses fee sharing with third‑party managers and periodic reimbursement for travel and marketing by product sponsors, and notes the firm may waive financial planning fees for clients who engage its asset management services.

To learn more about the advisors currently working at B3 Wealth Strategies, 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.