A complete list of active advisors currently associated with Baynes Financial LLC

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

Baynes Financial LLC provides investment advisory, financial planning, coaching, and insurance‑related services to individuals (including high‑net‑worth clients), trusts, corporations and retirement plans. The firm also serves pension and profit‑sharing plans and reports $0 in discretionary assets and $3,269,054 in non‑discretionary assets under management. Advisory work is delivered on a non‑discretionary basis with customized Investment Policy Statements and a blend of fundamental and technical analysis (including charting and cyclical studies); the firm may also recommend third‑party managers and participates in the Orion Portfolio Solutions program. It offers ongoing financial planning, subscription‑style financial coaching, and provides client education through articles, e‑mail newsletters, and seminars or workshops. Distinctive features include an affiliated insurance business: the firm’s principal spends roughly half of his time as an insurance agent and discloses that more than 50% of his compensation is from external insurance sales, a potential conflict the brochure addresses through disclosure and procedures. The combination of ERISA 3(21) retirement plan consulting, public educational offerings and publications, and a primarily non‑discretionary, small‑client AUM profile sets the firm apart from many independent advisers.

To learn more about the advisors currently working at Baynes 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.