A complete list of active advisors currently associated with Bluestem Financial Advisors, LLC

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

Bluestem Financial Advisors is a fee-only firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, with particular experience serving young professionals, pre-retirees, and university professionals. Services described in the brochure include integrated planning across investments, tax, estate, insurance, retirement, education funding, and small-business needs, delivered under written retainer agreements tailored to client objectives. The firm’s investment approach emphasizes strategic asset allocation implemented primarily with low-cost, passive index mutual funds and ETFs and global diversification, with discretionary trading conducted through custodians such as Charles Schwab, Fidelity, and TIAA. Bluestem offers ESG fund options when directed by clients, uses fundamental research sources (e.g., Morningstar and financial publications), and discloses that it acts as a fiduciary for retirement accounts. Bluestem’s practice differs from many peers in how it bills and bundles services: its ongoing retainer is calculated on the client’s overall net worth rather than being limited to a simple percentage of investable assets, and tax preparation is routinely included in the comprehensive retainer for many clients. The firm relies on custodian statements for performance reporting rather than producing quarterly performance reports itself, participates in Schwab’s institutional program, and states that it does not accept commissions or performance-based fees.

To learn more about the advisors currently working at Bluestem Financial Advisors, 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.