A complete list of active advisors currently associated with Bayshore Financial Solutions, LLC

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

Bayshore Financial Solutions provides discretionary asset management and financial planning services for individual clients, including management of taxable and retirement accounts and direct management of annuities, variable annuities, and life-product investment options. The brochure indicates the firm manages roughly $6.6 million in client assets for about 32 clients and also facilitates access to third‑party managers and the Orion Portfolio Solutions program. The firm tailors investment strategies to each client’s goals, time horizon, and risk tolerance and employs a mix of fundamental, technical, charting, and cyclical analysis while exercising discretionary trading authority and quarterly account reviews. It delivers written financial plans on request, assists with implementation, and acts as a liaison to third‑party managers, monitoring performance and providing ongoing reporting. A noteworthy aspect is that the firm offers free public seminars and workshops to educate attendees, an offering the brochure describes as educational only and that is uncommon among peers. The brochure also discloses that the adviser maintains an affiliated insurance business and receives typical insurance commissions as well as solicitor fees from third‑party managers; these external compensations are identified as potential conflicts and are addressed through disclosures and firm procedures.

To learn more about the advisors currently working at Bayshore Financial Solutions, 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.