Build Financial Advisors, LLC

The firm serves a mixed client base that includes individuals (both non‑high‑net‑worth and high‑net‑worth), as well as trusts, estates, corporations and charitable organizations, and offers investment advisory and portfolio management alongside financial planning and tax preparation/ongoing tax advice. It provides discretionary portfolio management through client-designated custodians and also offers standalone planning, coaching, and single-account managed solutions.

Investment strategy is primarily long‑term and ETF/mutual‑fund oriented, with portfolios constructed to match client goals, risk tolerance, and tax considerations; the firm may also use individual equities, bonds, or options and applies disciplined rebalancing and internal due diligence. The firm routinely evaluates rollovers and account-level tax impacts and supports clients through both ongoing management and project-based planning engagements, using a mix of percentage‑of‑AUM, retainer, hourly, and fixed fees.

Noteworthy among investment‑manager peers, the firm maintains an affiliation with a CPA firm that serves as a principal referral source and participates in delivering tax services, an arrangement that is uncommon in this category. Combined with its provision of direct tax preparation and coaching and its use of multiple billing models (including hourly and fixed retainer options), the firm’s integrated tax–investment service model and client mix are atypical for managers that more often focus solely on pooled or institutional mandates.