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 provides discretionary investment management, comprehensive financial planning (one‑time and ongoing), and retirement plan advisory services to individuals — including high‑net‑worth clients — as well as businesses, trusts, estates, charitable organizations, and qualified retirement plans. Offerings include customized portfolio construction primarily using low‑cost, diversified ETFs and individual bonds, planning deliverables delivered via an interactive client portal, and retirement‑plan fiduciary advice. The firm’s investment process blends modern portfolio theory and fundamental analysis to build long‑term, customized allocations, with discretion to rebalance, harvest gains or losses, or adjust exposures as client goals or market conditions change. Portfolios typically emphasize ETFs and individual bonds and may include allocations to commodity and precious‑metals ETFs; accounts are monitored regularly and the firm provides ongoing client contact and implementation support. What is distinctive about Bamboo Wealth relative to many peers is its network of affiliated businesses and licensees: the advisor has ownership ties to an affiliated registered investment adviser, an accounting/bookkeeping and payroll services firm, and separate insurance and real estate brokerage activities. Those affiliations are disclosed in the brochure and the firm says it may refer clients to affiliated services (or receive related profits), while documenting and attempting to manage the attendant conflicts; the firm has also recently added ERISA 3(38) retirement‑plan fiduciary services.
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.
Name |
Location |
Years of experience |
|---|---|---|
Mechanicsburg, PA
| 22
| |
San Diego, CA
| 16
| |
San Diego, CA
| 23
| |
San Diego, CA
| 3
| |
San Diego, CA
| 0
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")