A complete list of active advisors currently associated with Beta Financial Advisors

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

Beta Financial Advisors, LLC provides investment management and ongoing financial planning to individuals and high‑net‑worth clients. The firm operates on a fee‑only basis and offers portfolio management for individual investors alongside an ongoing planner relationship that can be engaged separately or delivered together with investment management under a recurring fixed‑fee arrangement. The firm’s investment process is grounded in asset allocation and Modern Portfolio Theory, typically implemented with index mutual funds and ETFs through a primarily passive approach, and accounts are reviewed quarterly. Beta Financial Advisors acts with discretionary authority for managed accounts, permits reasonable client‑imposed restrictions in writing, and directs custody and execution to a single recommended custodian while executing trades on an individual‑account basis rather than by aggregated block trades. What is distinctive for a firm with no active SEC‑registered advisors and no assets under management is the combination of ongoing financial planning offered as a recurring fixed fee and active portfolio management for individual clients, a mix that is uncommon in this category. The firm is fee‑only, does not accept commissions or performance‑based fees, does not act as a private fund adviser, and states adherence to a CFP Board‑aligned code of ethics and fiduciary standard.

To learn more about the advisors currently working at Beta Financial 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.