A complete list of active advisors currently associated with Buoyant Financial
Warmer can help you find a great advisor at Buoyant Financial or one who fits your needs even better.
Buoyant Financial provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and corporate/business entities. The firm reports managing roughly $27.9 million across about 37 client relationships and focuses on clients with substantial investable assets. The adviser creates an Investment Policy Statement for each client, operates with discretionary trading authority, and uses fundamental analysis together with modern portfolio theory to construct portfolios. Investment implementation emphasizes long‑term strategies and includes options trading (including uncovered option positions), with the brochure explicitly disclosing the material risks of those strategies. Distinctive operational features include a recommendation that clients use a specific custodian (Altruist Financial) and the firm’s approach of managing assets internally rather than selecting third‑party managers; the brochure also discloses the potential receipt of research or services from brokers (soft‑dollar benefits). Relative to many small independent advisers, the combination of options trading strategies and a client base concentrated in larger accounts is a noteworthy characteristic.
To learn more about the advisors currently working at Buoyant Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 9
|
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