A complete list of active advisors currently associated with Bruce Colin and Company

Warmer can help you find a great advisor at Bruce Colin and Company or one who fits your needs even better.

The firm provides financial planning and investment advisory services to individuals and families, including business owners, corporate executives, professionals, and retirees. It operates as a fee‑only fiduciary and does not sell securities or receive commissions. Advisory services are typically integrated with financial planning and documented in an Investment Policy Statement that emphasizes broad diversification, fee and tax considerations, and a long‑term perspective. The firm relies on published research, continuing education, and specialized software, and manages client accounts on a nondiscretionary basis, obtaining client approval before placing trades and delivering quarterly performance reports. What is distinctive is that this is a long‑standing solo practice that manages approximately $228.5 million for a small client base (roughly 28 clients), representing an unusually high amount of assets per advisor for a one‑person firm. The firm also requires clients to custody assets with its recommended qualified custodian to permit management, does not accept proxy‑voting authority, and provides advice only on a nondiscretionary, consultative basis.

To learn more about the advisors currently working at Bruce Colin and Company, 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.