A complete list of active advisors currently associated with Bargeld Financial

Warmer can help you find a great advisor at Bargeld Financial or one who fits your needs even better.

Bargeld Financial is a fee-only independent investment adviser that provides portfolio management, financial planning, project evaluation and tax-related services to individuals, families, small businesses, non-profits and retirement plans. The firm offers both comprehensive asset-management programs and à la carte services, and provides balanced small-enterprise services (BaSES) to help small organizations develop and implement investment policies. The firm’s investment process is grounded in bottom-up fundamental research and Modern Portfolio Theory, combining active and passive instruments across equity and fixed‑income strategies while incorporating ESG criteria when requested. Bargeld Financial typically structures client relationships on a non‑discretionary basis with written Investment Policy Statements and uses an age-based asset allocation guideline (equities ≈ 100 − age) as a starting point for portfolio construction. Noteworthy differences from many peers include the firm’s public advertising of performance results and its formal affiliations with a tax advisory/notarial entity and an independent insurance agency, which allow it to integrate tax preparation, tax planning and insurance needs into client engagements. The adviser is newly established, serves a small, concentrated client base, and the firm’s principal also engages in local public service and occasional government contract work related to immigration matters.

To learn more about the advisors currently working at Bargeld Financial, 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.