A complete list of active advisors currently associated with Bamboo Wealth Strategies
Warmer can help you find a great advisor at Bamboo Wealth Strategies or one who fits your needs even better.
Bamboo Wealth Strategies serves individuals (including high-net-worth clients), businesses, trusts, estates, charitable organizations and retirement plans, managing roughly $235 million for a mid‑sized team of advisors and about 229 client relationships. The firm provides discretionary investment management, one‑time and ongoing financial planning, and retirement-plan advisory services, including ERISA 3(38) fiduciary offerings. The firm’s investment approach is primarily long‑term and customized, building portfolios largely from low‑cost diversified ETFs and individual bonds (with tactical allocations that can include precious‑metals and commodity ETFs and other specialty exposures). Bamboo Wealth applies a mix of fundamental analysis and modern portfolio theory, performs regular monitoring and rebalancing, and delivers planning through interactive client tools and both fixed‑fee and hourly engagements. What is distinctive is the firm’s network of operating affiliates uncommon among peers: it discloses an affiliation with a real estate brokerage, an affiliated accounting/bookkeeping and business‑services firm, and an affiliated registered investment adviser, as well as affiliated insurance entities. Those relationships allow the firm to offer a broader set of implementation and back‑office options while creating potential conflicts that the firm discloses and manages, resulting in a more integrated — and operationally interconnected — service model than is typical for similarly sized advisory teams.
To learn more about the advisors currently working at Bamboo 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.
You can also browse Bamboo Wealth Strategies's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Mechanicsburg, PA
| 22
| |
San Diego, CA
| 16
| |
San Diego, CA
| 23
| |
San Diego, CA
| 4
| |
San Diego, CA
| 1
|
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