A complete list of active advisors currently associated with Bold Vision Financial

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

Bold Vision Financial is a state-registered, fee-only financial planning firm that delivers comprehensive, focused, ongoing and à la carte planning to individuals and high-net-worth individuals and does not impose a minimum account size. The firm does not provide discretionary portfolio management, custody, or asset-management services. As part of its planning engagements the firm provides passive investment advice—primarily using low-cost index funds—and applies fundamental analysis selectively for concentrated equity positions and equity-compensation planning. It operates on a project- and subscription-fee model rather than charging fees based on a percentage of assets and does not accept commissions or third‑party sales compensation. Distinctive elements include the firm’s offering of educational seminars and speaking engagements for groups and a “white-glove” data-entry service for complex situations such as inheritances, as well as detailed equity compensation and business-planning consulting. The principal’s background in institutional asset management, derivatives, and startup advisory work, plus involvement on nonprofit investment committees, are operational features that set the firm apart from many small planning practices.

To learn more about the advisors currently working at Bold Vision Financial, 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.