A complete list of active advisors currently associated with BZ Wealth Advisors, LLC

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

BZ Wealth Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan advisory and business consulting to a small client base that includes individuals, trusts, estates, businesses and retirement plans; the firm reports roughly $26 million in assets under management across its client relationships. Portfolios are built primarily with low-cost mutual funds and ETFs and may also include individual stocks and bonds, independent managers, and alternative investments as appropriate. The advisor applies fundamental analysis and a long-term, asset-allocation driven approach, constructing client-specific strategies that may be rebalanced or adjusted for tax, cash needs, or risk-management reasons. In addition to ongoing investment management, BZWA offers standalone financial planning engagements and serves in ERISA fiduciary roles for retirement plans (including 3(21) and 3(38) advisory services). Distinctive aspects disclosed in the brochure include an affiliation with a related adviser that sponsors and manages private investment funds, and disclosure that BZWA may recommend those affiliated funds to clients and coordinate access to such alternatives. The firm also documents recent acquisitive activity and ownership ties to other entities, and notes the use of third-party facilitators for certain private alternative investments—features that are less common among peers.

To learn more about the advisors currently working at BZ Wealth Advisors, 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.