A complete list of active advisors currently associated with Bear Peak Financial, LLC

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

Bear Peak Financial, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and business entities, operating with a small client base (about a dozen relationships). The firm delivers ongoing portfolio management and periodic financial planning (including retirement and college planning) while maintaining a client‑driven engagement model. The firm’s process begins with interviews and a data‑gathering questionnaire to establish goals, risk tolerance, and cash needs, then recommends target asset‑class allocations for client review and approval; implementation is non‑discretionary, so clients must approve trades. Portfolios are constructed using no‑load or low‑load mutual funds (including DFA and SA Funds) and are informed by asset‑allocation models that draw on academic and behavioral‑economics research and financial simulation for longer‑term investors. What is distinctive is the firm’s primarily non‑discretionary asset base, an uncommon model among independent advisors that yields a hands‑on, consultative relationship where clients retain final trading authority. The firm also delegates portfolio administration and proposed allocation support to a third‑party account administrator (which provides SA Fund options and receives related fees, a conflict disclosed in the brochure) and is led by a principal who continues to operate an energy consulting practice, a background that may be particularly relevant for clients with interests in energy markets or related corporate planning.

To learn more about the advisors currently working at Bear Peak 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.