A complete list of active advisors currently associated with Bunnen Financial Management LLC

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Bunnen Financial Management LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, and small businesses. The firm delivers comprehensive advice that can include cash‑flow and tax planning, retirement and estate planning, and tax preparation services as part of its client engagements. The firm’s investment approach centers on strategic asset allocation with a core‑and‑satellite structure, using passive index and ETF strategies as core holdings and selectively adding active managers where needed; portfolios are globally diversified and implemented primarily with no‑load or low‑load mutual funds, ETFs, equities and fixed‑income securities. Investment policy statements are documented for each client, accounts are managed on a discretionary basis, and reviews are performed at least quarterly. Compared with many peers, the firm maintains a very small client roster and focuses on relationships with larger, high‑asset clients and institutional entities rather than mass‑market individual households. The practice is strictly fee‑only, does not accept commissions or sell financial products, and is led by a single principal with decades of industry and regulatory experience; it also provides individualized net‑worth reporting and negotiated tax preparation as part of its planning services.

To learn more about the advisors currently working at Bunnen Financial Management LLC, 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.