A complete list of active advisors currently associated with B365Invest

Warmer can help you find a great advisor at B365Invest or one who fits your needs even better.

B365Invest LLC provides investment management and financial planning to individuals, high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, and businesses. The firm is fee‑only and offers continuous investment advice across stocks, bonds, mutual funds, ETFs, government and municipal securities, plus project‑based and comprehensive financial planning engagements. B365’s approach emphasizes asset allocation and a blend of passive and active strategies, informed by fundamental analysis, mutual fund/ETF selection, and optional socially conscious (ESG) overlays when requested; account supervision is guided by clients’ stated objectives, risk tolerance, and tax considerations. The firm also uses Outside Managers for portions of client portfolios and describes a formal due‑diligence and ongoing monitoring process for those third‑party managers. What is distinctive about B365 is its explicit selection and recommendation of independent Outside Managers and the disclosure that an Outside Manager’s fee may be included in the firm’s advisory fee, a practice that is less common among peers. The brochure also discloses that B365 does not aggregate client trades, relies on institutional custody and support services through Charles Schwab, and reported $0 in assets under management as of December 31, 2025, reflecting its recent formation and early stage of operations.

To learn more about the advisors currently working at B365Invest, 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.