A complete list of active advisors currently associated with Buff Your Finances

Warmer can help you find a great advisor at Buff Your Finances or one who fits your needs even better.

Buff Your Finances provides investment management and a range of financial planning services to individuals, high-net-worth clients, and small businesses. Like many independent advisers, BYF offers portfolio management for individual clients and generally structures compensation on an asset-based fee basis while also delivering tailored planning engagements. The firm’s investment process relies on fundamental analysis and favors long-term buy-and-hold strategies with periodic rebalancing, supplemented by a core-and-satellite approach that blends passive and active exposures. BYF documents client objectives in individualized investment policy statements, manages accounts on a discretionary basis when authorized, and can engage outside managers to implement selected allocations. Distinctive features include a regular offering of educational seminars and public speaking engagements (sometimes provided pro bono) and a tiered menu of planning options ranging from single-topic sessions to ongoing comprehensive and project-based plans for Washington clients. BYF also leverages third-party platforms and sub-advisers — including an unaffiliated manager that may use synthetic derivatives for implementation — a combination that is less common among similarly sized independent firms.

To learn more about the advisors currently working at Buff Your Finances, 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.