A complete list of active advisors currently associated with Business Financial Strategies, Ltd.

Warmer can help you find a great advisor at Business Financial Strategies, Ltd. or one who fits your needs even better.

The firm provides financial planning, investment management, and bespoke consulting to small businesses, business owners, and individual clients, including services such as budget forecasting and trust administration (the firm does not serve as trustee). It manages roughly $27.7 million for a very small client base and delivers written, personalized financial plans and periodic portfolio reports. The advisor’s investment process is long‑term and buy‑and‑hold oriented, using a model asset allocation informed by a macroeconomic perspective and implemented primarily with mutual funds and ETFs, with occasional use of REITs, MLPs, individual bonds, and equity options where appropriate. Portfolio oversight is conducted on a non‑discretionary basis: the firm prepares detailed buy/sell recommendations and requires client approval to execute trades, although it can place trades for clients under a Limited Power of Attorney if authorized. Distinctive features include a near‑total concentration of assets managed non‑discretionarily (a relatively uncommon practice among independent solo advisers) and a decision to stop accepting new clients as of January 1, 2017, resulting in a small, steady roster. The firm operates on a fee‑only basis (no commissions or performance‑based fees), uses a major custodian’s advisor services for execution and reporting, maintains a policy of not taking custody, and does not vote client proxies.

To learn more about the advisors currently working at Business Financial Strategies, Ltd., 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.