A complete list of active advisors currently associated with Bay Pointe Financial

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

Bay Pointe Financial provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, and employee benefit plans. The firm also offers insurance products and may recommend fee‑based annuities, including Registered Index‑Linked Annuities (RILAs), through its membership on the DPL Financial Partners platform. The firm tailors advice using documented client profiles that capture income, tax status, time horizon and risk tolerance, and uses fundamental analysis and modern portfolio theory to construct model allocations; it typically seeks discretionary authority to manage accounts. Strategies include both long‑term and short‑term trading, regular portfolio monitoring, and the use of fee‑based annuities when a client’s objectives indicate a need for downside protection with growth potential. What is most distinctive in the brochure is Bay Pointe’s active role in insurance distribution: it is licensed as an insurance producer, participates on the DPL platform, and discloses that commissions from insurance sales are paid to the firm and may be received by supervised persons listed as producers. The firm also requires clients to use specified custodians (Charles Schwab and/or American Funds) and operates with a small advisory team managing client accounts, features that shape how it delivers and documents advice relative to many peers.

To learn more about the advisors currently working at Bay Pointe 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.