A complete list of active advisors currently associated with BFA Wealth Management
Warmer can help you find a great advisor at BFA Wealth Management or one who fits your needs even better.
BFA Wealth Management provides fee-only investment management, financial planning, and consulting to individual and high‑net‑worth clients, including services for divorce financial consulting and real‑estate acquisition and financial modeling. The firm manages approximately $14.9 million on a discretionary basis for a small client roster of under 30 and delivers periodic reviews and tailored investment strategies. BFA’s advisory work centers on discretionary portfolio management informed by fundamental, technical, and cyclical analysis, and its financial planning is built from client documents such as tax returns and insurance policies. The firm conducts quarterly account reviews, allows client‑imposed restrictions, and operates through independent custodians while participating in the Charles Schwab advisor program and charging percentage‑of‑AUM advisory fees. Compared with many peers, the firm’s principal maintains an active real estate license and is materially involved in sponsoring and managing private real estate investment entities that offer opportunities to accredited investors; the adviser may also provide real estate brokerage services to clients under separate agreements. These outside activities can produce transaction‑based compensation and other fees that the firm discloses and seeks to manage through separate contracts, conflict disclosures, and recommendations that clients seek independent legal, tax, and financial advice.
To learn more about the advisors currently working at BFA 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.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 11
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")