A complete list of active advisors currently associated with Bayntree Wealth Advisors, LLC

Warmer can help you find a great advisor at Bayntree Wealth Advisors, LLC or one who fits your needs even better.

Bayntree serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non‑discretionary investment management, retirement plan consulting, and comprehensive financial planning. The firm documents plans in a bespoke Bayntree Blueprint and also offers management of variable annuity sub‑accounts. The firm’s investment approach emphasizes long‑term total return with attention to limiting downside risk, and it will select and monitor a limited set of third‑party managers when delegation is appropriate. Bayntree provides planning on an as‑needed or ongoing basis and offers a monthly subscription billing option for clients who require continuous monitoring of their financial plans. Noteworthy for a team of its size, Bayntree maintains five offices and runs public educational workshops and seminars (typically free; when charged, fees range from $25–$50). The brochure also discloses marketing and referral relationships that affect business development and client introductions — for example, use of marketing materials from Advisors Excel, a reciprocal referral arrangement with an unaffiliated law firm, and the potential receipt of solicitor fees when introducing clients to third‑party managers — matters a prospective client may wish to evaluate.

To learn more about the advisors currently working at Bayntree Wealth Advisors, 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.