A complete list of active advisors currently associated with Berets Financial Services LLC

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

Berets Financial Services LLC provides fee-only financial planning and discretionary investment management to individuals, trusts, and estates. Services described in the brochure include investment analysis, retirement planning, tax planning, estate planning, and limited‑scope hourly planning or coaching. The firm documents client goals in written evaluations and investment policy statements and constructs portfolios across stocks, bonds, mutual funds and ETFs using fundamental and technical analysis; all accounts are managed on a discretionary basis under a limited power of attorney. Reviews are performed at least quarterly (and more frequently as needed), and clients receive custodian statements and adviser invoices for comparison. What is distinctive is that the principal conducts substantial tax preparation and bookkeeping work as an enrolled agent—materially, the brochure states that bookkeeping and tax services occupy roughly 80% of his business day—and also holds licenses to sell life and disability insurance (with current insurance activity described as minimal). The firm additionally routinely asks clients to direct brokerage to Interactive Brokers (IBKR Pro), does not aggregate trades for volume discounts, and manages about $997,000 on a discretionary basis for a small client base.

To learn more about the advisors currently working at Berets Financial Services 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.