A complete list of active advisors currently associated with Bonsai Financial

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

Bonsai Financial provides discretionary investment management and financial consulting to individuals, high‑net‑worth individuals, trusts, and estates, tailoring advice to each client’s goals, risk tolerance, and time horizon. The firm emphasizes conservative investing with a focus on income planning and risk management and operates as a small team (two advisors) serving roughly 62 clients with about $6.85 million in assets under management. The firm follows an asset‑allocation methodology intended to maintain returns while lowering risk and volatility, typically constructing portfolios using ETFs, no‑load or load‑waived mutual funds, and variable annuity sub‑accounts and rebalancing periodically. Accounts are generally managed on a discretionary basis with a stated investment horizon of three to five years, and Bonsai commonly recommends custody through Charles Schwab via its institutional program. A distinctive feature is the firm’s insurance affiliation: principals are licensed insurance agents and operate Bonsai Insurance Services, LLC, so advisors may offer insurance products (including work with variable annuities) and receive commissions or trail compensation, a potential conflict of interest disclosed in the brochure. The firm also combines hourly financial consulting with ongoing AUM-based management and does not vote client proxies, matters prospective clients may wish to consider when evaluating fit.

To learn more about the advisors currently working at Bonsai 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.