A complete list of active advisors currently associated with Bedrock Advisors

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

Bedrock Advisors is a fee‑only, state‑registered investment adviser that serves individuals, plan sponsors, corporations, trusts, and other business clients. The firm provides investment management, comprehensive financial planning (one‑time and ongoing), and employee benefit retirement plan services, and may recommend third‑party professionals as part of engagements. The adviser emphasizes asset allocation consistent with Modern Portfolio Theory and uses a mix of mutual funds, ETFs, individual securities, and outside managers to implement portfolios; model portfolios and discretionary management services are available through a retained sub‑advisor. Clients receive periodic reviews and may impose reasonable account restrictions, while financial planning engagements can be project‑based or ongoing and include business, tax, and estate considerations. What distinguishes the firm from many peers is the principal’s licensed CPA background and Personal Financial Specialist credential, and the firm’s delivery of accounting, tax preparation, and payroll services to business clients (provided for separate compensation and disclosed as a potential conflict). The practice also provides pension consulting and participant‑directed retirement plan advisory services—supported operationally by Buckingham Strategic Partners—which is a less common offering among solo independent advisory firms.

To learn more about the advisors currently working at Bedrock 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.