A complete list of active advisors currently associated with Bucher Wealth Advisors

Warmer can help you find a great advisor at Bucher Wealth Advisors or one who fits your needs even better.

Bucher Wealth Advisors provides asset management and financial planning to individuals, trusts, corporations and retirement plans, and also offers separately managed account (SMA) services and pension consulting. Services include tailored portfolio management across individual stocks, bonds, ETFs, mutual funds, options and select private securities, as well as written financial plans and consultations. Advice is delivered primarily on a non-discretionary basis, with the firm selecting or recommending third‑party SMA managers and monitoring accounts while clients retain final trading authority. The firm combines fundamental, technical and cyclical analysis and implements strategies that include long‑ and short‑term positions, margin borrowing and option-writing, and it uses the Pontera® platform to manage held‑away retirement accounts. Noteworthy distinctions disclosed in the brochure include operating a legacy wrap‑fee program only for preexisting clients while requiring new clients to use non‑wrap agreements, the explicit use of borrowing and derivatives within SMAs, and that representatives are licensed insurance agents/brokers (a disclosed potential conflict of interest). The firm also provides pension-plan consulting and covers the Pontera® platform fee for held‑away accounts, practices that are uncommon among independent advisors.

To learn more about the advisors currently working at Bucher Wealth Advisors, 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.