A complete list of active advisors currently associated with Bay Point Financial, LLC

Warmer can help you find a great advisor at Bay Point Financial, LLC or one who fits your needs even better.

Bay Point Financial, LLC advises individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations and retirement plans, offering financial planning, retirement plan consulting, and third‑party program consulting that steers clients to external money managers. The firm assists with implementation and rollover decisions and recommends specific third‑party platforms, including AssetMark and Focus Partners Advisor Solutions. The firm’s investment approach emphasizes diversified, passive core allocations using index funds and ETFs and applies asset allocation and Modern Portfolio Theory, with client objectives documented in Investment Policy Statements. Bay Point generally operates on a non‑discretionary basis and does not accept trading discretion itself; instead, clients are directed to third‑party managers who typically hold discretionary authority under separate agreements. Bay Point combines advisory services with other industry roles that are atypical for independents: a firm principal acts as a registered representative of a broker‑dealer and is a licensed insurance agent, and the firm receives fee‑sharing from third‑party managers—conflicts the brochure discloses and manages. The firm is a small multi‑person practice (one advisor and two administrative staff) with roughly $105 million in AUM across about 170 clients and includes pension and profit‑sharing plan clients, client types and affiliations that are less common among peers.

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