A complete list of active advisors currently associated with Buska Wealth Management, LLC

Warmer can help you find a great advisor at Buska Wealth Management, LLC or one who fits your needs even better.

Buska Wealth Management serves individual investors, including high‑net‑worth clients, and provides advisory services to qualified retirement plans. The firm offers discretionary asset management, comprehensive financial planning, and limited‑scope ERISA 3(21) plan services, managing approximately $538.7 million across roughly 1,700 client relationships. Client portfolios are tailored to stated goals, time horizons and risk tolerance and are monitored on a regular basis; the firm employs fundamental, technical and cyclical analysis as part of its process. Buska often implements portfolios through a co‑advisor arrangement, using third‑party managed models (including custom indexing, tactical, defined‑outcome and private‑wealth strategies) and providing performance reporting to clients. What distinguishes the firm from many peers is its explicit fee‑sharing and incentive arrangements with a third‑party manager, which include tiered participation rates once advisor AUM thresholds are reached, and its managing member’s affiliated insurance and tax businesses that generate commissions and fees (all disclosed and subject to the firm’s conflict‑mitigation procedures). The firm also does not vote client proxies, instead expecting clients to receive and vote their own proxy materials.

To learn more about the advisors currently working at Buska Wealth 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.