A complete list of active advisors currently associated with Bour Group

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

BourGroup provides fee-only financial planning and related investment advice primarily to individuals and couples across a wide age range, delivered through hourly or fixed-fee engagements and group educational workshops and seminars. Services described in the brochure include cash flow and debt counseling, tax and retirement planning, college funding, insurance review, and written comprehensive financial plans; the firm does not custody client assets or accept discretionary trading authority. The firm’s process emphasizes a written comprehensive plan followed by a defined period of implementation support; ongoing monitoring or portfolio reporting is available only if separately engaged. Investment guidance focuses on long-term, buy-and-hold asset allocation, use of low-cost passive funds where appropriate, avoidance of market timing, and rebalancing to target allocations rather than active individual stock selection. Notable distinctions include the firm’s regular offering of group educational seminars and occasional complimentary community presentations, and its practice of providing planning and advice without managing client portfolios or charging fees based on a percentage of assets under management. The principal maintains a CFP® credential, previously held Enrolled Agent status, and continues to operate as a small, fee-only advisory practice that does not receive third-party compensation.

To learn more about the advisors currently working at Bour Group, 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.