A complete list of active advisors currently associated with Bellars Harris Wealth Management

Warmer can help you find a great advisor at Bellars Harris Wealth Management or one who fits your needs even better.

Bellars Harris Wealth Management provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and entities such as trusts, estates, and qualified retirement plans. The firm’s service offering also includes retirement plan advisory, estate‑planning coordination, and family‑office style coordination to align clients’ documents and professional advisors. The firm describes a fundamentally driven, generally long‑term investment approach that is customized to each client’s objectives, with flexibility for shorter‑term trading when appropriate. Bellars Harris operates its own wrap fee program for managed accounts, uses external money managers when recommended, and relies on custodial and trading arrangements through its platform to implement and monitor portfolios. Noteworthy items in the brochure include the firm‑sponsored wrap fee program and the explicit use of third‑party estate‑planning technology to organize documents and collaborate with outside attorneys, both features less common among similar advisory teams. The disclosure also highlights the firm’s access to alternative investments and structured products, licensing of representatives for insurance sales, and receipt of platform services from its chosen custodian — all operational and conflict‑of‑interest considerations clients may want to review.

To learn more about the advisors currently working at Bellars Harris Wealth Management, 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.