A complete list of active advisors currently associated with Bayshore Wealth Advisors

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

Bayshore Wealth Advisors is a fee‑only, registered investment adviser that manages portfolios for individuals, trusts, family entities, private foundations and qualified retirement plans, and also provides consulting and participant‑directed employee retirement plan services. The firm typically requires an investment management minimum of $2,000,000 and may charge fixed or hourly fees for standalone consulting engagements. Bayshore follows an evidence‑based, buy‑and‑hold investment approach that emphasizes diversified, low‑turnover exposure via passively managed mutual funds and ETFs, using research and model inputs from providers such as Dimensional Fund Advisors and Avantis. For fixed income, the firm generally implements customized laddered bond portfolios and frequently delegates trading authority to a third‑party fixed‑income manager; it may also allocate to interval or other alternative funds for qualified clients when appropriate. As of December 31, 2025, Bayshore reported roughly $740 million in discretionary assets under management with three advisors, a level of AUM per advisor that is uncommon among similar team firms and may influence its operational structure. The firm also contracts with Focus Partners Advisor Solutions for trade processing, back‑office support and fixed‑income sub‑advisory services and has access to products and platforms such as Stone Ridge interval funds, Flourish Cash aggregation, and the TIAA‑CREF advisor program.

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