A complete list of active advisors currently associated with Braun-Bostich & Associates Inc.

Warmer can help you find a great advisor at Braun-Bostich & Associates Inc. or one who fits your needs even better.

Braun-Bostich & Associates, Inc. is an SEC-registered advisory firm that serves individuals (including high-net-worth clients), trusts, estates, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning and consulting, and retirement‑plan advisory services, providing ongoing portfolio supervision and periodic planning engagements. BBA constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and, where appropriate, individual stocks, bonds or REITs; it applies both fundamental and cyclical analysis and will rebalance or trade tactically to meet client objectives or market developments. The firm frequently implements strategies through unaffiliated independent managers and uses the Vise platform as a sub‑advisor and tool for automated asset allocation, tax management, factor tilts, and rebalancing, while maintaining discretionary oversight. What is distinctive about BBA relative to many peers is its combined use of third‑party independent managers and an automated sub‑advisor platform, plus the firm’s disclosure that it incorporates client testimonials in its advertising. BBA is a compact team of credentialed planners and advisors with formal compliance oversight and an institutional custody relationship, and it discloses that platform and manager arrangements involve separate third‑party fees and ongoing adviser oversight.

To learn more about the advisors currently working at Braun-Bostich & Associates Inc., 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.