A complete list of active advisors currently associated with Bulman Wealth Group

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

Bulman Wealth Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, corporations, charitable organizations and retirement plans, offering discretionary portfolio management and estate‑planning support. The seven‑advisor team manages roughly $283 million for about 555 clients and works with clients on ongoing account monitoring and planning. The firm tailors portfolios to clients’ stated objectives, liquidity needs, time horizon and risk tolerance, using model portfolios and a mix of analytical approaches; BWG commonly allocates assets to sub‑advisors or third‑party money managers and conducts periodic reviews to align investments with client goals. BWG notes that it does not provide tax advice and encourages clients to consult tax professionals when integrating tax considerations into investment decisions. A notable feature of BWG is its affiliated insurance business and that several financial professionals are licensed insurance agents; the firm and its affiliates maintain a field marketing organization relationship that reimburses marketing expenses, and advisors report spending a significant portion of their time on insurance sales. BWG also discloses fee‑sharing and referral arrangements with sub‑advisors, third‑party managers, and lead‑generation/advertising platforms, and identifies these arrangements as potential conflicts of interest that it seeks to address through disclosure and supervision.

To learn more about the advisors currently working at Bulman Wealth Group, 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.