A complete list of active advisors currently associated with Buell Investment Advisors

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

Buell Investment Advisors provides financial planning and portfolio management to a mix of individual clients (including high‑net‑worth individuals) as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm advises on equities, fixed income, mutual funds, ETFs and options and delivers advice through managed accounts held at an independent custodian. The firm describes an active, risk‑focused investment approach that uses fundamental and technical analysis and may involve short‑term trading to manage volatility. Much of Buell’s managed business is conducted on a non‑discretionary basis—clients are supervised under account programs rather than surrendered to full discretionary trading—though discretionary authority may be accepted in specified cases. Buell is under common ownership with a registered broker‑dealer, and some advisors are registered representatives who may implement plan recommendations through that broker‑dealer relationship, which can result in both advisory and commissionable activity. The firm also offers wrap fee account programs administered through Raymond James (including advisor‑managed and subadvised wrap structures), a combination of broker‑dealer affiliation and wrap program participation that is less common among similarly sized team firms.

To learn more about the advisors currently working at Buell Investment 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.