A complete list of active advisors currently associated with Bastion Fiduciary

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

Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to a mix of clients that the brochure identifies as individuals, high-net-worth individuals, charitable organizations, and corporations, and it also operates as a sub-adviser to an investment company. The firm offers tailored financial planning engagements (hourly, project-based, or ongoing) alongside discretionary portfolio management based on client suitability data. The firm outlines an investment approach grounded in modern portfolio theory and fundamental analysis, deploying common stocks, mutual funds, and exchange-traded funds to build diversified portfolios and adjusting allocations for tax and suitability considerations. Adviser-client relationships are tailored at onboarding, clients may impose investment restrictions, and accounts are reviewed at least annually with written reports provided to clients. Distinctive features disclosed in the brochure include Bastion’s role as a sub-adviser and portfolio manager to exchange-traded funds and its stated financial interest in the fund(s) it manages, a potential conflict the firm acknowledges. The firm is a relatively new, small team managing only discretionary assets (about $125 million as of 12/31/2025) and discloses that it does not vote client proxies, which may be material for institutional or fund clients.

To learn more about the advisors currently working at Bastion Fiduciary, 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 Bastion Fiduciary's office locations.