A complete list of active advisors currently associated with Belay Finance

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

Belay Finance provides financial planning and consulting services to individuals and high-net-worth clients, delivering full financial plans and targeted consultations on topics such as cash flow, retirement strategy, tax reduction, risk management, and estate preservation. The firm also conducts free, educational seminars and workshops for the public; those events are explicitly educational and do not provide individualized investment or tax advice. Belay Finance does not manage or custody client assets and does not offer discretionary portfolio management; instead it delivers written plans and recommendations that clients may implement through their chosen custodians. The firm charges hourly or fixed fees for planning work rather than fees based on a percentage of assets, and it recommends periodic plan reviews or updates as client circumstances or laws change. Noteworthy among peers, the firm combines public education efforts with an advisory profile that includes prior senior management experience at a large technology company and ownership of a separate publishing and consulting business, with no disclosed conflicts from that outside activity. When clients request implementation assistance the firm presents broker options (it commonly cites Charles Schwab for its online interface) but discloses it receives no referral compensation.

To learn more about the advisors currently working at Belay Finance, 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.

Name	Location	Years of experience
David Moerlein	Montgomery, OH	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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