A complete list of active advisors currently associated with Bravias Financial

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

Bravias Financial advises individual and high‑net‑worth clients, offering discretionary investment management and financial planning services. The firm typically bundles financial planning with its investment management offering at no additional charge, while also making standalone planning available when requested. The firm’s process uses a FactFinder and an Investor Risk Assessment to establish a risk‑tolerance score, after which an adviser generally places clients into one of nine model portfolios that are implemented with a mix of individual securities, mutual funds, ETFs and, when appropriate, cryptocurrency ETFs and international securities. Accounts are continuously monitored and may be customized with reasonable client‑imposed restrictions on asset classes, sectors, or individual securities. Distinctive features disclosed in the brochure include a routinely recommended affiliated insurance agency under common ownership that the firm uses to implement insurance and annuity recommendations, which the firm identifies as a material conflict of interest. The firm also directs most brokerage to a single custodian and receives related economic benefits, does not vote client proxies (clients retain voting responsibility), and does not impose a fixed account minimum.

To learn more about the advisors currently working at Bravias 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.