A complete list of active advisors currently associated with BLDR Wealth LLC

Warmer can help you find a great advisor at BLDR Wealth LLC or one who fits your needs even better.

BLDR Wealth offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates and corporate plan sponsors, operating on the common percentage-of-AUM fee model and providing portfolio management for individual accounts. The firm reports managing roughly $5.6 million across 15 client relationships with three advisors and also provides ERISA-focused services as a 3(21) retirement plan advisor. The firm’s investment work is built on fundamental analysis and a generally long-term approach, constructing portfolios with ETFs, individual stocks and bonds and, when appropriate, using independent managers or alternative instruments. Financial planning is offered both as an ongoing subscription (tiered) service and as standalone, fixed-fee engagements that explicitly integrate tax, estate, and equity-compensation considerations and include planning geared to business owners. BLDR Wealth is affiliated with an accounting/tax practice and a separate insurance entity, and one principal devotes roughly half of their time to the tax/accounting business, a structure that is uncommon among similar supported firms. The combination of in-house tax expertise, dedicated planning services that emphasize business-owner and business-exit planning, and a small, concentrated client base gives the firm a more integrated, boutique profile compared with many peers.

To learn more about the advisors currently working at BLDR Wealth 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.