A complete list of active advisors currently associated with Busine Wealth
Warmer can help you find a great advisor at Busine Wealth or one who fits your needs even better.
Busine LLC provides wealth management, comprehensive wealth management, selective wealth management, financial planning, pension consulting and third‑party money management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and pension/profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and, when engaged for pension consulting, acknowledges a fiduciary role under ERISA for plan‑related advice. Investment portfolios typically combine exchange‑traded funds, mutual funds, individual stocks and bonds, and managed accounts are reviewed at least quarterly with rebalancing as appropriate to client goals and risk tolerance. The firm applies a mix of fundamental, technical, cyclical and charting analysis in portfolio construction and may implement margin borrowing or margin loans in client accounts when deemed suitable. A few features distinguish the firm from many independent peers: it provides pension consulting and portfolio management for plan‑type and other institutional clients, and the firm’s principal maintains an insurance license and may offer insurance products, which the brochure notes could create conflicts of interest. The firm’s willingness to use borrowing in separately managed accounts and its use of an institutional custody/transaction platform are relatively uncommon among similar firms, so prospective clients should discuss leverage, ERISA responsibilities and any insurance recommendations during onboarding.
To learn more about the advisors currently working at Busine Wealth, 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 |
|---|---|---|
Scottsdale, AZ
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")