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 discretionary portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, and employer-sponsored pension/profit‑sharing plans, managing roughly $116 million for about 122 clients. The firm also offers advice on insurance-based retirement products and implements client accounts custodied through a designated custodian. The firm’s investment process combines fundamental analysis and modern portfolio theory with both long‑term and short‑term trading, and it creates individualized client profiles to determine asset selection, allocation, and documented risk tolerance. BPF seeks discretionary trading authority for managed accounts, may use model allocations alongside tailored recommendations, and will recommend fee‑based annuities (including Registered Index‑Linked Annuities and income annuities) when those products align with a client’s objectives for downside protection or guaranteed income. What distinguishes the firm from many peers is its affiliation with DPL Financial Partners and its use of that platform to access insurance products, while several supervised persons are also licensed insurance agents who may receive commission compensation for insurance sales (a conflict the firm discloses and documents). The firm also requires use of a specific custodian for managed accounts and discloses receipt of custodial research and other services, which may create soft‑dollar benefits that it says are considered when selecting custodians.

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.

Name	Location	Years of experience
Brett Busuttil	New Baltimore, MI	13
Mark Pauwels Jr.	New Baltimore, MI	15
Matthew Walschlager	New Baltimore, MI	0

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