A complete list of active advisors currently associated with Basecamp Wealth Advisors, LLC

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

Basecamp Wealth Advisors serves high‑net‑worth individuals, families, trusts, donor‑advised funds and related entities, providing integrated wealth management, financial planning, investment management and family‑office services. The firm supports multi‑generational planning, estate and tax coordination, insurance review, cash‑flow management and other concierge-style services commonly associated with affluent households. The firm constructs tailored, tax‑aware portfolios with a long‑term orientation, blending passive and selective active strategies, strategic asset allocation, and ongoing rebalancing guided by individualized investment policy statements. It employs third‑party managers and a disciplined due‑diligence process, and incorporates alternative and private investments where suitable for a client’s objectives and liquidity profile. Basecamp is noteworthy for its relatively high level of assets per advisor — managing roughly $1.08 billion across five advisors with an approximately 80‑client roster — reflecting a focus on deeply managed, higher‑touch relationships rather than mass retail accounts. The firm emphasizes family‑office coordination (bill payment facilitation, financial education for family members, CPA and attorney coordination) and offers access to custom private investment structures, while operating as a recently formed advisory practice.

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