A complete list of active advisors currently associated with Be Your Best Financial

Warmer can help you find a great advisor at Be Your Best Financial or one who fits your needs even better.

Be Your Best Financial is a fee-only independent advisory firm that provides financial planning and investment management to individuals, including high-net-worth clients. The firm offers comprehensive written financial plans and limited-scope engagements, and assists clients with portfolio construction and ongoing advice using custodian platforms such as Betterment Advisor Solutions and Charles Schwab model offerings. The firm’s investment approach blends passive and active strategies grounded in Modern Portfolio Theory, with mutual fund and ETF analysis, asset allocation, and the ability to incorporate socially responsible investing when requested. It may recommend or work with third-party Outside Managers and model portfolios, but typically implements investment decisions on a non‑discretionary basis, obtaining client approval before executing trades. A distinctive aspect of the practice is its primarily non‑discretionary asset base — as of December 31, 2025 the firm reported $0 in discretionary and $3,644,740 in non‑discretionary assets — an orientation that is uncommon among independent peers. Other notable operational features for a single‑advisor firm include a policy not to aggregate or block trades, reliance on custodial statements for performance reporting rather than providing separate written performance reports, and the offering of educational seminars as part of its client outreach.

To learn more about the advisors currently working at Be Your Best 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.