A complete list of active advisors currently associated with Boldin Advisors
Warmer can help you find a great advisor at Boldin Advisors or one who fits your needs even better.
Boldin Advisors provides financial planning and related consulting services to individuals, high net worth individuals, trusts, estates and small businesses under written financial planning agreements. The firm offers retirement-account guidance and investment consultations but does not provide ongoing portfolio management or custody; clients are responsible for implementing recommendations with their chosen custodians. Its investment consultations use Modern Portfolio Theory to construct diversified portfolios, generally recommending low-cost index mutual funds and ETFs and a long-term, buy-and-hold approach with periodic rebalancing. The firm does not have discretionary authority over client accounts and frames investment advice as part of a broader financial plan rather than continuous asset management. Noteworthy for a team firm, Boldin Advisors operates from multiple offices (17) while remaining a fee-only adviser that charges fixed, hourly, or ongoing engagement fees rather than percentage-of-assets fees. The firm is affiliated with NewRetirement, an online education and technology platform, and recently transitioned to SEC registration, reflecting its integration of financial-planning services with a digital education component.
To learn more about the advisors currently working at Boldin 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.
You can also browse Boldin Advisors's office locations.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)