A complete list of active advisors currently associated with Bales Financial Advisors, Inc

Warmer can help you find a great advisor at Bales Financial Advisors, Inc or one who fits your needs even better.

Bales Financial Advisors provides discretionary asset management and financial planning primarily to individual (non‑high‑net‑worth) clients, documenting objectives, time horizons and risk tolerances for each account. The firm manages portfolios directly, may hire sub‑advisors to run portions of accounts, and refers clients to third‑party managers (for example, CreativeOne Wealth) when appropriate. The firm’s investment process is based on client profiles and a mix of strategies that can include long‑term purchases, trading and technical analysis, with quarterly reviews and ongoing monitoring of sub‑advisors or TPMs. Bales Financial operates with discretionary trading authority, allows clients to impose written investment restrictions, and does not routinely vote proxies for client securities. Distinctive features include an operating structure in which principals maintain affiliated insurance businesses and receive commissions from insurance sales, with disclosures and procedures in place to mitigate that conflict of interest. The firm also uses advertising testimonials (a practice that is uncommon among peers) and serves a relatively large number of smaller individual accounts rather than a high‑net‑worth clientele.

To learn more about the advisors currently working at Bales Financial Advisors, Inc, 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.