A complete list of active advisors currently associated with Buswell Associates, Inc.
Warmer can help you find a great advisor at Buswell Associates, Inc. or one who fits your needs even better.
Buswell Associates, Inc. provides comprehensive financial planning, investment management, and retirement-plan consulting for individual clients and employer-sponsored plans. The firm’s brochure also notes it operates as a licensed life and health insurance agency and offers insurance-related services alongside its advisory work. The firm primarily constructs diversified portfolios using mutual funds and, in specific cases, annuity contracts, with allocations guided by a client volatility-tolerance questionnaire and long multi-decade time horizons. Clients receive quarterly written reports and secure access to planning materials through an eMoney vault, and the firm emphasizes ongoing education about how volatility affects long-term outcomes. Distinctive features noted in the brochure include the firm’s insurance-agency licensing and the attendant potential conflict of interest if insurance products are recommended, as well as its stated fiduciary posture and adherence to CFP ethics. The brochure describes a small, closely held practice with a single adviser, roughly $29.6 million in assets under management, and an operational custody transition from SSG to Altruist that left two households on the legacy platform—details that set it apart from many peers.
To learn more about the advisors currently working at Buswell Associates, Inc., 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 |
|---|---|---|
Castle Rock, CO
| 27
|
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