A complete list of active advisors currently associated with Back Bay Financial Planning & Investments
Warmer can help you find a great advisor at Back Bay Financial Planning & Investments or one who fits your needs even better.
Back Bay Financial Planning & Investments is a fee-only registered investment adviser that provides investment management and project‑based financial planning to individual and high‑net‑worth clients. Services include continuous portfolio supervision, one‑time project planning engagements that cover topics such as retirement, tax planning, estate planning, and business planning, and coordination with third‑party professionals when requested. The firm constructs client investment policies and asset‑allocation targets using a mix of analytical approaches (fundamental, technical, cyclical) and Modern Portfolio Theory, and implements both passive and active strategies. Portfolios may be managed directly or via Outside Managers through platforms such as Orion Portfolio Solutions and the Schwab Marketplace, and the adviser discloses discretionary trading authority for client accounts; it may also engage an unaffiliated sub‑advisor to implement options‑based lending strategies (box‑spread contracts). Notable features that differentiate the firm from many peers are its recent formation and registration in 2025 while overseeing over $100 million in client assets, and its explicit use of fee‑based annuities as part of long‑term income and preservation planning (with related implementation support and insurer‑debit arrangements). The firm also offers project‑based planning with fixed or hourly fees and discloses a sub‑advisory relationship for specialized lending implementations, which are less common among similarly sized, supported advisers.
To learn more about the advisors currently working at Back Bay Financial Planning & Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bethany Beach, DE
| 13
|
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