A complete list of active advisors currently associated with Bert Reames Investment Advisors, Inc.

Warmer can help you find a great advisor at Bert Reames Investment Advisors, Inc. or one who fits your needs even better.

Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans (401(k), 403(b), and 457 plans) and works exclusively with plan sponsors and their employees to design and implement those retirement programs. The firm provides participant education, enrollment assistance, fund selection guidance and ongoing plan support rather than offering individualized investment management to outside clients. BRIA constructs plan lineups using a Modern Portfolio Theory framework and limits investments to no-load mutual funds, periodically reviewing fund performance and replacing options that fail to meet class standards. The firm does not maintain custody or exercise discretionary trading authority; participants access accounts and execute trades through a third‑party administrator, and BRIA offers an optional AutoRebalance feature and periodic account reviews. Noteworthy for a firm of its type, BRIA emphasizes ongoing employee education and workshops for plan participants and restricts its client base to group retirement plans, explicitly excluding individual and high‑net‑worth clients and individual portfolio management. The firm also operates through a third‑party administrator for custody and execution and maintains a solicitor arrangement with another registered adviser to serve employees who seek individualized advisory services; BRIA reports total plan assets of roughly $90 million that are not under its discretionary control.

To learn more about the advisors currently working at Bert Reames Investment Advisors, Inc., 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.