A complete list of active advisors currently associated with Bare Wealth Advisors

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

Bare Wealth Advisors works with individuals, high‑net‑worth clients, trusts, retirement plan sponsors, and businesses to provide investment management, financial planning, and retirement‑plan consulting. The firm builds individualized portfolios using individual stocks, bonds, ETFs, mutual funds and alternative investments and may engage third‑party sub‑advisors (including EverSource) to implement model strategies. Portfolios are continuously monitored and rebalanced to align with clients’ objectives and risk tolerances, and the firm employs a mix of asset‑allocation, fundamental, quantitative, qualitative and sector analysis; it also offers values‑based (faith‑based) models for clients who request screens. The brochure discloses additional implementation tools the firm may use, including margin, direct indexing options for customized screening, and the use of sub‑advisor reports in ongoing portfolio oversight. Atypical for many similarly sized team firms, Bare Wealth Advisors operates as a state‑licensed insurance agency and its representatives act as insurance agents/brokers who may receive commissions for the sale of non‑variable insurance products, a potential conflict the firm discloses and explains. The firm also sponsors client educational events and provides sub‑advisor model materials and reports that can include hypothetical/model performance for client review, which the brochure identifies and treats as part of its due‑diligence and disclosure process.

To learn more about the advisors currently working at Bare Wealth Advisors, 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.